SF
LUMN icon

Summit Financial’s Lumen LUMN Stock Holding History

Summit Financial’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
Q1 		$5.91M Buy
850,056
+539
+0.1% +$4.08K 0.08% 272
2025
Q4 		$6.6M Sell
849,517
-1,345
-0.2% -$11.1K 0.1% 211
2025
Q3 		$5.21M Buy
+850,862
New +$4.08M 0.08% 248

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Financial's LUMN Position: Q1 2026 in Review

Summit Financial increased its Lumen (LUMN) stake by 0.06% in Q1 2026, buying an estimated $4.08K and bringing the position to 850,056 shares worth $5.91M. The position accounts for 0.08% of the portfolio, ranked #272.

Summit Financial first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.6M in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Summit Financial held 850,056 shares of Lumen worth $5.91M as of Q1 2026.
  • Summit Financial bought 539 Lumen shares in Q1 2026, an estimated $4.08K.
  • Lumen made up 0.08% of Summit Financial's portfolio in Q1 2026, its #272 holding.
  • Summit Financial first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Lumen position peaked at $6.6M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.