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	-15,000	Closed	-$27K	–	726
2023 Q4	$27K	Hold	15,000	–	–	﹤0.01%	447
2023 Q3	$21K	Buy	+15,000	New	+$25.4K	﹤0.01%	360
2022 Q3	–	Sell	-500	Closed	-$5K	–	1063
2022 Q2	$5K	Buy	+500	New	+$5.61K	﹤0.01%	871
2021 Q4	–	Sell	-270	Closed	-$335K	–	879
2021 Q3	$335K	Buy	+270	New	+$3.38K	0.03%	508
2021 Q1	–	Sell	-477	Closed	-$465K	–	687
2020 Q4	$465K	Buy	477 +284	+147%	+$2.8K	0.04%	362
2020 Q3	$195K	Buy	+193	New	+$2.01K	0.02%	329
2020 Q1	–	Sell	-255	Closed	-$337K	–	394
2019 Q4	$337K	Sell	255 -133	-34%	-$1.78K	0.03%	324
2019 Q3	$484K	Hold	388	–	–	0.04%	203
2019 Q2	$456K	Hold	388	–	–	0.05%	221
2019 Q1	$465K	Sell	388 -25	-6%	-$347	0.08%	122
2018 Q4	$625K	Buy	413 +169	+69%	+$3.23K	0.05%	181
2018 Q3	$3K	Buy	+244	New	+$5.11K	﹤0.01%	182
2013 Q4	–	Sell	-56	Closed	-$6K	–	566
2013 Q3	$6K	Sell	56 -4	-7%	-$136	﹤0.01%	287
2013 Q2	$2K	Buy	+60	New	+$2.18K	﹤0.01%	481

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.