SWA
LUMN icon

Stratos Wealth Advisors’s Lumen LUMN Stock Holding History

Stratos Wealth Advisors’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 		$135K Hold
17,613
– – 0.01% 627
2026
Q1 		$122K Buy
17,613
+500
+3% +$3.78K 0.01% 597
2025
Q4 		$133K Buy
17,113
+2,000
+13% +$16.5K 0.01% 636
2025
Q3 		$92.5K Buy
15,113
+4,000
+36% +$19.2K ﹤0.01% 669
2025
Q2 		$48.7K Hold
11,113
– – ﹤0.01% 662
2025
Q1 		$43.6K Buy
+11,113
New +$55.4K ﹤0.01% 656

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

Stratos Wealth Advisors's LUMN Position: Q2 2026 in Review

Stratos Wealth Advisors held its Lumen (LUMN) position steady in Q2 2026 at 17,613 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #627.

Stratos Wealth Advisors first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Stratos Wealth Advisors held 17,613 shares of Lumen worth $135K as of Q2 2026.
  • Stratos Wealth Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #627 holding.
  • Stratos Wealth Advisors first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.