Strategic Investment Solutions’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Strategic Investment Solutions’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	$722	Hold	94	–	–	﹤0.01%	635
2026 Q1	$654	Hold	94	–	–	﹤0.01%	605
2025 Q4	$730	Hold	94	–	–	﹤0.01%	578
2025 Q3	$575	Hold	94	–	–	﹤0.01%	555
2025 Q2	$412	Sell	94 -435	-82%	-$1.69K	﹤0.01%	558
2025 Q1	$2.07K	Hold	529	–	–	﹤0.01%	511
2024 Q4	$2.81K	Hold	529	–	–	﹤0.01%	509
2024 Q3	$3.75K	Hold	529	–	–	﹤0.01%	458
2024 Q2	$2.58K	Buy	+529	New	+$671	﹤0.01%	482
2023 Q4	$172	Sell	94 -5,828	-98%	-$8.26K	﹤0.01%	1085
2023 Q3	$10K	Buy	5,922 +5,828	+6,200%	+$9.87K	﹤0.01%	663
2023 Q2	$184	Hold	94	–	–	﹤0.01%	835
2023 Q1	$249	Buy	+94	New	+$379	﹤0.01%	974

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

Strategic Investment Solutions's LUMN Position: Q2 2026 in Review

Strategic Investment Solutions held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 94 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Strategic Investment Solutions first reported a position in LUMN in Q1 2023 and has held it in 13 quarters since. The position peaked at $10K in Q3 2023. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Strategic Investment Solutions held 94 shares of Lumen Technologies, Inc. Common Stock worth $722 as of Q2 2026.
Strategic Investment Solutions left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #635 holding.
Strategic Investment Solutions first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Lumen Technologies, Inc. Common Stock position peaked at $10K in Q3 2023.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.