Wealth Watch Advisors’s Lumen LUMN Stock Holding History

Wealth Watch 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 Q1	–	Sell	-13	Closed	-$101	–	546
2025 Q4	$101	Buy	+13	New	+$107	﹤0.01%	940

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealth Watch Advisors's LUMN Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Lumen (LUMN) in Q1 2026, closing a stake of 13 shares — an estimated $101 sold.

Wealth Watch Advisors first reported a position in LUMN in Q4 2025 and held it in 1 quarter. The position peaked at $101 in Q4 2025. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Wealth Watch Advisors reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 13 Lumen shares in Q1 2026, an estimated $101.
Wealth Watch Advisors first reported a position in Lumen in Q4 2025 and held it in 1 quarter.
Wealth Watch Advisors's Lumen position peaked at $101 in Q4 2025.
600 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.