SFC
LUMN icon

Strategic Financial Concepts’s Lumen LUMN Stock Holding History

Strategic Financial Concepts’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 		$225K Sell
29,270
-1,030
-3% -$9.03K 0.07% 217
2026
Q1 		$211K Buy
+30,300
New +$229K 0.05% 276
2025
Q4 		– Sell
-31,920
Closed -$195K – 219
2025
Q3 		$195K Sell
31,920
-800
-2% -$3.84K 0.03% 257
2025
Q2 		$143K Sell
32,720
-620
-2% -$2.4K 0.02% 272
2025
Q1 		$131K Sell
33,340
-433
-1% -$2.16K 0.02% 329
2024
Q4 		$179K Sell
33,773
-20
-0.1% -$138 0.03% 322
2024
Q3 		$240K Sell
33,793
-78,489
-70% -$335K 0.08% 213
2024
Q2 		$42.1K Buy
+112,282
New +$142K 0.02% 257

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

Strategic Financial Concepts's LUMN Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Lumen (LUMN) stake by 3.4% in Q2 2026, selling an estimated $9.03K and leaving 29,270 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #217.

Strategic Financial Concepts first reported a position in LUMN in Q2 2024 and has held it in 8 quarters since. The position peaked at $240K in Q3 2024. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Strategic Financial Concepts held 29,270 shares of Lumen worth $225K as of Q2 2026.
  • Strategic Financial Concepts sold 1,030 Lumen shares in Q2 2026, an estimated $9.03K.
  • Lumen made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #217 holding.
  • Strategic Financial Concepts first reported a position in Lumen in Q2 2024 and has held it in 8 quarters since.
  • Strategic Financial Concepts's Lumen position peaked at $240K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.