TD Private Client Wealth’s Lumen LUMN Stock Holding History

TD Private Client Wealth’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	$346	Hold	45	–	–	﹤0.01%	1599
2026 Q1	$313	Sell	45 -75	-63%	-$568	﹤0.01%	1526
2025 Q4	$932	Hold	120	–	–	﹤0.01%	1380
2025 Q3	$734	Buy	+120	New	+$576	﹤0.01%	1387
2023 Q3	–	Sell	-430	Closed	-$972	–	1252
2023 Q2	$972	Sell	430 -2,438	-85%	-$5.37K	﹤0.01%	1211
2023 Q1	$7.6K	Buy	+2,868	New	+$11.6K	﹤0.01%	1068
2022 Q4	–	Sell	-7,097	Closed	-$51.7K	–	1242
2022 Q3	$51.7K	Buy	7,097 +2,129	+43%	+$21.7K	﹤0.01%	717
2022 Q2	$54.2K	Sell	4,968 -221	-4%	-$2.48K	﹤0.01%	717
2022 Q1	$58.5K	Buy	5,189 +328	+7%	+$3.75K	﹤0.01%	740
2021 Q4	$61K	Sell	4,861 -2,607	-35%	-$33.2K	﹤0.01%	717
2021 Q3	$92.5K	Buy	7,468 +493	+7%	+$6.18K	﹤0.01%	640
2021 Q2	$94.8K	Sell	6,975 -16	-0.2%	-$221	﹤0.01%	626
2021 Q1	$93.3K	Buy	+6,991	New	+$86.8K	﹤0.01%	607

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

TD Private Client Wealth's LUMN Position: Q2 2026 in Review

TD Private Client Wealth held its Lumen (LUMN) position steady in Q2 2026 at 45 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

TD Private Client Wealth first reported a position in LUMN in Q1 2021 and has held it in 13 quarters since. The position peaked at $94.8K in Q2 2021. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

TD Private Client Wealth held 45 shares of Lumen worth $346 as of Q2 2026.
TD Private Client Wealth left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1599 holding.
TD Private Client Wealth first reported a position in Lumen in Q1 2021 and has held it in 13 quarters since.
TD Private Client Wealth's Lumen position peaked at $94.8K in Q2 2021.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.