Strategic Investment Solutions’s Lumen 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Strategic Investment Solutions held its Lumen (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. 142 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Strategic Investment Solutions held 94 shares of Lumen worth $722 as of Q2 2026.
Strategic Investment Solutions left its Lumen share count unchanged in Q2 2026.
Lumen 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 in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Lumen position peaked at $10K in Q3 2023.
142 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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