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Twin Peaks Wealth Advisors’s Lumen LUMN Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-2,866
Closed -$19.9K – 1362
2026
Q1 		$19.9K Buy
+2,866
New +$21.7K 0.01% 720
2025
Q3 		– Sell
-2,959
Closed -$11.7K – 1290
2025
Q2 		$11.7K Buy
+2,959
New +$11.5K ﹤0.01% 857

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's LUMN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Lumen (LUMN) in Q2 2026, closing a stake of 2,866 shares — an estimated $19.9K sold.

Twin Peaks Wealth Advisors first reported a position in LUMN in Q2 2025 and held it in 2 quarters. The position peaked at $19.9K in Q1 2026. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,866 Lumen shares in Q2 2026, an estimated $19.9K.
  • Twin Peaks Wealth Advisors first reported a position in Lumen in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Lumen position peaked at $19.9K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.