Synergy Investment Management’s Lumen LUMN Stock Holding History

Synergy Investment Management’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	$768	Hold	100	–	–	﹤0.01%	999
2026 Q1	$695	Buy	+100	New	+$757	﹤0.01%	806

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

Synergy Investment Management's LUMN Position: Q2 2026 in Review

Synergy Investment Management held its Lumen (LUMN) position steady in Q2 2026 at 100 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Synergy Investment Management first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Synergy Investment Management held 100 shares of Lumen worth $768 as of Q2 2026.
Synergy Investment Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #999 holding.
Synergy Investment Management first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.