Smith Salley Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Smith Salley Wealth 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	$137K	Hold	17,864	–	–	0.01%	274
2026 Q1	$124K	Sell	17,864 -1	-0%	-$8	0.01%	267
2025 Q4	$139K	Buy	17,865 +1	+0%	+$8	0.01%	264
2025 Q3	$109K	Buy	+17,864	New	+$85.7K	0.01%	262

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smith Salley Wealth Management's LUMN Position: Q2 2026 in Review

Smith Salley Wealth Management held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 17,864 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #274.

Smith Salley Wealth Management first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $139K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Smith Salley Wealth Management held 17,864 shares of Lumen Technologies, Inc. Common Stock worth $137K as of Q2 2026.
Smith Salley Wealth Management left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
Lumen Technologies, Inc. Common Stock made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #274 holding.
Smith Salley Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2025 and has held it in 4 quarters since.
Smith Salley Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $139K in Q4 2025.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.