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Vermillion Wealth Management’s Lumen LUMN Stock Holding History

Vermillion Wealth 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 		$760 Sell
99
-27
-21% -$237 ﹤0.01% 1484
2026
Q1 		$876 Buy
126
+27
+27% +$204 ﹤0.01% 858
2025
Q4 		$769 Hold
99
– – ﹤0.01% 560
2025
Q3 		$606 Buy
+99
New +$475 ﹤0.01% 1470
2025
Q2 		– Sell
-50
Closed -$196 – 565
2025
Q1 		$196 Hold
50
– – ﹤0.01% 1285
2024
Q4 		$266 Buy
+50
New +$345 ﹤0.01% 519

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

Vermillion Wealth Management's LUMN Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Lumen (LUMN) stake by 21% in Q2 2026, selling an estimated $237 and leaving 99 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Vermillion Wealth Management first reported a position in LUMN in Q4 2024 and has held it in 6 quarters since. The position peaked at $876 in Q1 2026. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Vermillion Wealth Management held 99 shares of Lumen worth $760 as of Q2 2026.
  • Vermillion Wealth Management sold 27 Lumen shares in Q2 2026, an estimated $237.
  • Lumen made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1484 holding.
  • Vermillion Wealth Management first reported a position in Lumen in Q4 2024 and has held it in 6 quarters since.
  • Vermillion Wealth Management's Lumen position peaked at $876 in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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