True Wealth Design’s Lumen LUMN Stock Holding History

True Wealth Design’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	$23K	Sell	3,000 -14	-0.5%	-$123	0.01%	764
2026 Q1	$20.9K	Buy	+3,014	New	+$22.8K	0.01%	700
2025 Q4	–	Sell	-11	Closed	-$68	–	2715
2025 Q3	$68	Sell	11 -17	-61%	-$82	﹤0.01%	2525
2025 Q2	$123	Buy	28 +25	+833%	+$97	﹤0.01%	2190
2025 Q1	$12	Buy	+3	New	+$15	﹤0.01%	2624
2023 Q2	–	Sell	-50	Closed	-$133	–	839
2023 Q1	$133	Hold	50	–	–	﹤0.01%	777
2022 Q4	$261	Buy	+50	New	+$307	﹤0.01%	612

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

True Wealth Design's LUMN Position: Q2 2026 in Review

True Wealth Design reduced its Lumen (LUMN) stake by 0.46% in Q2 2026, selling an estimated $123 and leaving 3,000 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #764.

True Wealth Design first reported a position in LUMN in Q4 2022 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

True Wealth Design held 3,000 shares of Lumen worth $23K as of Q2 2026.
True Wealth Design sold 14 Lumen shares in Q2 2026, an estimated $123.
Lumen made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #764 holding.
True Wealth Design first reported a position in Lumen in Q4 2022 and has held it in 7 quarters since.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.