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Smartleaf Asset Management’s Lumen LUMN Stock Holding History

Smartleaf Asset Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Hold
12,958
– – ﹤0.01% 1161
2026
Q1 		$82.8K Sell
12,958
-11,003
-46% -$83.3K ﹤0.01% 1215
2025
Q4 		$187K Buy
23,961
+1,859
+8% +$15.3K 0.01% 830
2025
Q3 		$130K Buy
22,102
+7,771
+54% +$37.3K 0.01% 930
2025
Q2 		$64.6K Buy
14,331
+3,484
+32% +$13.5K 0.01% 1051
2025
Q1 		$42.7K Buy
10,847
+4,102
+61% +$20.4K ﹤0.01% 1227
2024
Q4 		$36.4K Buy
6,745
+4,277
+173% +$29.5K ﹤0.01% 1328
2024
Q3 		$18K Buy
2,468
+1,525
+162% +$6.51K ﹤0.01% 1407
2024
Q2 		$971 Sell
943
-1,907
-67% -$2.42K ﹤0.01% 2427
2024
Q1 		$4.5K Buy
2,850
+2,100
+280% +$3.28K ﹤0.01% 1256
2023
Q4 		$1.39K Buy
+750
New +$1.06K ﹤0.01% 1015

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smartleaf Asset Management's LUMN Position: Q2 2026 in Review

Smartleaf Asset Management held its Lumen (LUMN) position steady in Q2 2026 at 12,958 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Smartleaf Asset Management first reported a position in LUMN in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Smartleaf Asset Management held 12,958 shares of Lumen worth $103K as of Q2 2026.
  • Smartleaf Asset Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1161 holding.
  • Smartleaf Asset Management first reported a position in Lumen in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Lumen position peaked at $187K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.