Spurstone Advisory Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Spurstone Advisory 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	$89.2K	Buy	+12,470	New	+$109K	1.22%	14

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

Spurstone Advisory Services's LUMN Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026: 12,470 shares worth $89.2K. The stake represents 1.22% of the portfolio and ranks #14 among its holdings.

624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Spurstone Advisory Services held 12,470 shares of Lumen Technologies, Inc. Common Stock worth $89.2K as of Q2 2026.
Lumen Technologies, Inc. Common Stock was a new Spurstone Advisory Services position in Q2 2026.
Lumen Technologies, Inc. Common Stock made up 1.22% of Spurstone Advisory Services's portfolio in Q2 2026, its #14 holding.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.