Smith Salley Wealth Management’s Lumen 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Smith Salley Wealth Management held its Lumen (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. 160 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Smith Salley Wealth Management held 17,864 shares of Lumen worth $137K as of Q2 2026.
Smith Salley Wealth Management left its Lumen share count unchanged in Q2 2026.
Lumen 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 in Q3 2025 and has held it in 4 quarters since.
Smith Salley Wealth Management's Lumen position peaked at $139K in Q4 2025.
160 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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