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Straight Path Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Straight Path 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
2025
Q4 		– Sell
-40,000
Closed -$245K – 141
2025
Q3 		$245K Buy
+40,000
New +$192K 0.07% 121

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 $3.38T AUM 44.17% 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

Straight Path Wealth Management's LUMN Position: Q2 2026 in Review

Straight Path Wealth Management held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 40,000 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #101.

Straight Path Wealth Management first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $475K in Q2 2022. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Straight Path Wealth Management held 40,000 shares of Lumen Technologies, Inc. Common Stock worth $307K as of Q2 2026.
  • Straight Path Wealth Management left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
  • Lumen Technologies, Inc. Common Stock made up 0.07% of Straight Path Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Straight Path Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and has held it in 19 quarters since.
  • Straight Path Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $475K in Q2 2022.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.