Wealth Enhancement Advisory Services
LUMN icon

Wealth Enhancement Advisory Services’s Lumen LUMN Stock Holding History

Wealth Enhancement Advisory Services’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 		$456K Buy
67,777
+10,907
+19% +$95.6K ﹤0.01% 2771
2026
Q1 		$398K Sell
56,870
-91,488
-62% -$692K ﹤0.01% 2515
2025
Q4 		$1.23M Sell
148,358
-155,996
-51% -$1.28M ﹤0.01% 1810
2025
Q3 		$2.1M Buy
304,354
+11,577
+4% +$55.6K ﹤0.01% 1403
2025
Q2 		$1.35M Buy
292,777
+12,988
+5% +$50.3K ﹤0.01% 1570
2025
Q1 		$1.1M Buy
279,789
+202,884
+264% +$1.01M ﹤0.01% 1557
2024
Q4 		$408K Buy
76,905
+2,220
+3% +$15.3K ﹤0.01% 2139
2024
Q3 		$530K Buy
74,685
+23,987
+47% +$102K ﹤0.01% 1795
2024
Q2 		$55.8K Sell
50,698
-17,254
-25% -$21.9K ﹤0.01% 2449
2024
Q1 		$106K Buy
67,952
+12,533
+23% +$19.6K ﹤0.01% 2282
2023
Q4 		$101K Buy
55,419
+16,258
+42% +$23K ﹤0.01% 2170
2023
Q3 		$55.6K Buy
+39,161
New +$66.3K ﹤0.01% 2152
2020
Q2 		– Sell
-71,035
Closed -$754K – 238
2020
Q1 		$754K Sell
71,035
-14,582
-17% -$182K 0.03% 176
2019
Q4 		$1.13M Buy
+85,617
New +$1.15M 0.04% 171
2018
Q4 		– Sell
-51,305
Closed -$1.07M – 189
2018
Q3 		$1.07M Buy
+51,305
New +$1.07M 0.06% 110
2017
Q3 		– Sell
-59,699
Closed -$1.41M – 169
2017
Q2 		$1.41M Buy
59,699
+8,539
+17% +$215K 0.13% 78
2017
Q1 		$1.19M Buy
51,160
+5,337
+12% +$130K 0.13% 78
2016
Q4 		$1.09M Buy
+45,823
New +$1.16M 0.13% 84

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

Wealth Enhancement Advisory Services's LUMN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lumen (LUMN) stake by 19% in Q2 2026, buying an estimated $95.6K and bringing the position to 67,777 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Wealth Enhancement Advisory Services first reported a position in LUMN in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.1M in Q3 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,777 shares of Lumen worth $456K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,907 Lumen shares in Q2 2026, an estimated $95.6K.
  • Lumen made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2771 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lumen in Q4 2016 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Lumen position peaked at $2.1M in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.