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Spire Wealth Management’s Lumen LUMN Stock Holding History

Spire 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 		$360K Buy
46,852
+4,000
+9% +$35.1K 0.01% 630
2026
Q1 		$298K Sell
42,852
-3,625
-8% -$27.4K 0.01% 678
2025
Q4 		$361K Buy
46,477
+10,800
+30% +$88.9K 0.01% 626
2025
Q3 		$218K Buy
35,677
+31,377
+730% +$151K 0.01% 758
2025
Q2 		$18.8K Buy
4,300
+1,000
+30% +$3.88K ﹤0.01% 1534
2025
Q1 		$12.9K Sell
3,300
-3,742
-53% -$18.6K ﹤0.01% 1759
2024
Q4 		$37.4K Sell
7,042
-1,588
-18% -$11K ﹤0.01% 1401
2024
Q3 		$61.3K Buy
8,630
+6,230
+260% +$26.6K ﹤0.01% 1068
2024
Q2 		$2.64K Sell
2,400
-3,002
-56% -$3.81K ﹤0.01% 1962
2024
Q1 		$8.43K Hold
5,402
– – ﹤0.01% 1763
2023
Q4 		$7.13K Sell
5,402
-1,380
-20% -$1.96K ﹤0.01% 1850
2023
Q3 		$9.63K Hold
6,782
– – ﹤0.01% 1744
2023
Q2 		$15.3K Buy
6,782
+2,000
+42% +$4.4K ﹤0.01% 1679
2023
Q1 		$12.7K Buy
4,782
+1,423
+42% +$5.74K ﹤0.01% 1768
2022
Q4 		$18K Sell
3,359
-430
-11% -$2.64K ﹤0.01% 1406
2022
Q3 		$28K Sell
3,789
-82,904
-96% -$844K ﹤0.01% 1182
2022
Q2 		$946K Buy
86,693
+67,158
+344% +$754K 0.04% 341
2022
Q1 		$220K Sell
19,535
-97,535
-83% -$1.12M 0.01% 850
2021
Q4 		$1.47M Buy
117,070
+92,112
+369% +$1.17M 0.03% 365
2021
Q3 		$309K Sell
24,958
-944
-4% -$11.8K 0.01% 744
2021
Q2 		$352K Sell
25,902
-88,644
-77% -$1.22M 0.01% 721
2021
Q1 		$1.51M Buy
+114,546
New +$1.42M 0.04% 343

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

Spire Wealth Management's LUMN Position: Q2 2026 in Review

Spire Wealth Management increased its Lumen (LUMN) stake by 9.3% in Q2 2026, buying an estimated $35.1K and bringing the position to 46,852 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #630.

Spire Wealth Management first reported a position in LUMN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q1 2021. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Spire Wealth Management held 46,852 shares of Lumen worth $360K as of Q2 2026.
  • Spire Wealth Management bought 4,000 Lumen shares in Q2 2026, an estimated $35.1K.
  • Lumen made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Spire Wealth Management first reported a position in Lumen in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Lumen position peaked at $1.51M in Q1 2021.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.