SFS
LUMN icon

Sowell Financial Services’s Lumen LUMN Stock Holding History

Sowell Financial Services’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 		$83K Sell
10,812
-5,103
-32% -$44.7K ﹤0.01% 1144
2026
Q1 		$111K Buy
15,915
+2
+0% +$15 ﹤0.01% 1095
2025
Q4 		$124K Sell
15,913
-3,898
-20% -$32.1K ﹤0.01% 1077
2025
Q3 		$121K Buy
+19,811
New +$95.1K ﹤0.01% 1035
2022
Q3 		– Sell
-53,962
Closed -$589K – 439
2022
Q2 		$589K Buy
+53,962
New +$606K 0.05% 208
2022
Q1 		– Sell
-17,560
Closed -$220K – 364
2021
Q4 		$220K Buy
+17,560
New +$224K 0.01% 501
2021
Q3 		– Sell
-20,334
Closed -$276K – 525
2021
Q2 		$276K Sell
20,334
-2,003
-9% -$27.6K 0.02% 482
2021
Q1 		$300K Buy
22,337
+5,919
+36% +$73.5K 0.01% 849
2020
Q4 		$160K Buy
16,418
+3,971
+32% +$39.2K 0.01% 943
2020
Q3 		$126K Sell
12,447
-4,564
-27% -$47.4K 0.01% 896
2020
Q2 		$171K Sell
17,011
-20,985
-55% -$210K 0.01% 780
2020
Q1 		$359K Sell
37,996
-19,264
-34% -$241K 0.03% 494
2019
Q4 		$756K Sell
57,260
-15,085
-21% -$202K 0.06% 331
2019
Q3 		$903K Buy
+72,345
New +$859K 0.07% 268
2019
Q1 		$1.4M Sell
116,812
-31,171
-21% -$433K 0.16% 142
2018
Q4 		$2.24M Buy
147,983
+37,628
+34% +$718K 0.32% 70
2018
Q3 		$2.34M Buy
110,355
+2,617
+2% +$54.8K 0.34% 60
2018
Q2 		$2.36M Buy
107,738
+14,699
+16% +$267K 0.5% 53
2018
Q1 		$1.72M Buy
93,039
+22,120
+31% +$384K 0.43% 60
2017
Q4 		$1.23M Sell
70,919
-23,287
-25% -$395K 0.3% 84
2017
Q3 		$1.68M Buy
94,206
+10,580
+13% +$223K 0.44% 57
2017
Q2 		$1.83M Buy
83,626
+9,250
+12% +$232K 0.52% 53
2017
Q1 		$1.86M Buy
74,376
+5,608
+8% +$137K 0.55% 50
2016
Q4 		$1.68M Buy
+68,768
New +$1.75M 0.56% 49

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

Sowell Financial Services's LUMN Position: Q2 2026 in Review

Sowell Financial Services reduced its Lumen (LUMN) stake by 32% in Q2 2026, selling an estimated $44.7K and leaving 10,812 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Sowell Financial Services first reported a position in LUMN in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.36M in Q2 2018. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Sowell Financial Services held 10,812 shares of Lumen worth $83K as of Q2 2026.
  • Sowell Financial Services sold 5,103 Lumen shares in Q2 2026, an estimated $44.7K.
  • Lumen made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1144 holding.
  • Sowell Financial Services first reported a position in Lumen in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Lumen position peaked at $2.36M in Q2 2018.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.