Summit Securities Group’s Lumen LUMN Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-400	Closed	-$1K	–	725
2023 Q4	$1K	Hold	400	–	–	﹤0.01%	632
2023 Q3	$1K	Buy	+400	New	+$677	﹤0.01%	524
2021 Q2	–	Sell	-300	Closed	-$401K	–	787
2021 Q1	$401K	Buy	+300	New	+$3.73K	0.04%	376
2019 Q4	–	Sell	-347	Closed	-$433K	–	482
2019 Q3	$433K	Hold	347	–	–	0.04%	220
2019 Q2	$408K	Hold	347	–	–	0.05%	229
2019 Q1	$416K	Buy	+347	New	+$4.82K	0.08%	133
2018 Q4	–	Sell	-708	Closed	-$605K	–	330
2018 Q3	$605K	Buy	+708	New	+$14.8K	0.22%	72

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 $3.37T AUM 44.26% 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

Summit Securities Group's LUMN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Lumen (LUMN) in Q2 2026: 10,823 shares worth $83.1K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in LUMN as recently as Q2 2023.

Summit Securities Group first reported a position in LUMN in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.55M in Q3 2018. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Summit Securities Group held 10,823 shares of Lumen worth $83.1K as of Q2 2026.
Lumen was a new Summit Securities Group position in Q2 2026.
Lumen made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #467 holding.
Summit Securities Group first reported a position in Lumen in Q2 2013 and has held it in 31 quarters since.
Summit Securities Group's Lumen position peaked at $2.55M in Q3 2018.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.