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 Q2	–	Sell	-10,755	Closed	-$74.7K	–	604
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 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

Wealth Alliance's LUMN Position: Q2 2026 in Review

Wealth Alliance sold out of Lumen (LUMN) in Q2 2026, closing a stake of 10,755 shares — an estimated $74.7K sold.

Wealth Alliance first reported a position in LUMN in Q3 2025 and held it in 3 quarters. The position peaked at $128K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Wealth Alliance reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 10,755 Lumen shares in Q2 2026, an estimated $74.7K.
Wealth Alliance first reported a position in Lumen in Q3 2025 and held it in 3 quarters.
Wealth Alliance's Lumen position peaked at $128K in Q4 2025.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.