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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
Q2 		$6.57M Buy
856,105
+6,049
+0.7% +$53K 0.07% 275
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 $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

Summit Financial's LUMN Position: Q2 2026 in Review

Summit Financial increased its Lumen (LUMN) stake by 0.71% in Q2 2026, buying an estimated $53K and bringing the position to 856,105 shares worth $6.57M. The position accounts for 0.07% of the portfolio, ranked #275.

Summit Financial first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.6M in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Summit Financial held 856,105 shares of Lumen worth $6.57M as of Q2 2026.
  • Summit Financial bought 6,049 Lumen shares in Q2 2026, an estimated $53K.
  • Lumen made up 0.07% of Summit Financial's portfolio in Q2 2026, its #275 holding.
  • Summit Financial first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Lumen position peaked at $6.6M in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.