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LUMN icon

Wealth Alliance’s Lumen LUMN Stock Holding History

Wealth Alliance’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
Q1 		$74.7K Sell
10,755
-5,762
-35% -$43.6K 0.01% 543
2025
Q4 		$128K Buy
16,517
+2,530
+18% +$20.8K 0.01% 539
2025
Q3 		$85.6K Buy
+13,987
New +$67.1K 0.01% 545

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealth Alliance's LUMN Position: Q1 2026 in Review

Wealth Alliance reduced its Lumen (LUMN) stake by 35% in Q1 2026, selling an estimated $43.6K and leaving 10,755 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #543.

Wealth Alliance first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Wealth Alliance held 10,755 shares of Lumen worth $74.7K as of Q1 2026.
  • Wealth Alliance sold 5,762 Lumen shares in Q1 2026, an estimated $43.6K.
  • Lumen made up 0.01% of Wealth Alliance's portfolio in Q1 2026, its #543 holding.
  • Wealth Alliance first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
  • Wealth Alliance's Lumen position peaked at $128K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.