SOA Wealth Advisors’s Lumen LUMN Stock Holding History

SOA Wealth Advisors’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	$4.39K	Hold	572	–	–	﹤0.01%	716
2026 Q1	$3.98K	Hold	572	–	–	﹤0.01%	668
2025 Q4	$4.45K	Hold	572	–	–	﹤0.01%	666
2025 Q3	$3.5K	Buy	572 +39	+7%	+$187	﹤0.01%	691
2025 Q2	$2.33K	Hold	533	–	–	﹤0.01%	699
2025 Q1	$2.09K	Hold	533	–	–	﹤0.01%	698
2024 Q4	$2.83K	Hold	533	–	–	﹤0.01%	660
2024 Q3	$3.79K	Hold	533	–	–	﹤0.01%	626
2024 Q2	$587	Hold	533	–	–	﹤0.01%	760
2024 Q1	$832	Hold	533	–	–	﹤0.01%	778
2023 Q4	$976	Sell	533 -800	-60%	-$1.13K	﹤0.01%	758
2023 Q3	$1.89K	Buy	1,333 +800	+150%	+$1.35K	﹤0.01%	722
2023 Q2	$1.21K	Hold	533	–	–	﹤0.01%	770
2023 Q1	$1.41K	Hold	533	–	–	﹤0.01%	760
2022 Q4	$2.78K	Hold	533	–	–	﹤0.01%	700
2022 Q3	$3K	Buy	533 +11	+2%	+$112	﹤0.01%	667
2022 Q2	$5K	Sell	522 -76	-13%	-$853	﹤0.01%	591
2022 Q1	$6K	Buy	598 +9	+2%	+$103	﹤0.01%	665
2021 Q4	$7K	Buy	589 +9	+2%	+$115	﹤0.01%	623
2021 Q3	$7K	Buy	580 +94	+19%	+$1.18K	﹤0.01%	643
2021 Q2	$6K	Sell	486 -19	-4%	-$262	﹤0.01%	647
2021 Q1	$6K	Sell	505 -7	-1%	-$87	﹤0.01%	597
2020 Q4	$6K	Buy	+512	New	+$5.05K	﹤0.01%	588

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's LUMN Position: Q2 2026 in Review

SOA Wealth Advisors held its Lumen (LUMN) position steady in Q2 2026 at 572 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

SOA Wealth Advisors first reported a position in LUMN in Q4 2020 and has held it in 23 quarters since. The position peaked at $7K in Q4 2021. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

SOA Wealth Advisors held 572 shares of Lumen worth $4.39K as of Q2 2026.
SOA Wealth Advisors left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #716 holding.
SOA Wealth Advisors first reported a position in Lumen in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Lumen position peaked at $7K in Q4 2021.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.