Wealthfront Advisers
LUMN icon

Wealthfront Advisers’s Lumen LUMN Stock Holding History

Wealthfront Advisers’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 		$218K Buy
28,326
+11,909
+73% +$104K ﹤0.01% 1065
2026
Q1 		$114K Buy
16,417
+3,347
+26% +$25.3K ﹤0.01% 1048
2025
Q4 		$102K Buy
+13,070
New +$108K ﹤0.01% 1033
2024
Q1 		– Sell
-11,432
Closed -$20.9K – 875
2023
Q4 		$20.9K Buy
+11,432
New +$16.2K ﹤0.01% 862
2023
Q3 		– Sell
-11,228
Closed -$25.4K – 838
2023
Q2 		$25.4K Sell
11,228
-2,158,725
-99% -$4.75M ﹤0.01% 824
2023
Q1 		$5.75M Buy
2,169,953
+1,383,043
+176% +$5.58M 0.03% 182
2022
Q4 		$4.11M Buy
786,910
+552,305
+235% +$3.39M 0.02% 236
2022
Q3 		$1.71M Buy
234,605
+3,622
+2% +$36.9K 0.01% 396
2022
Q2 		$2.52M Sell
230,983
-37,548
-14% -$421K 0.01% 320
2022
Q1 		$3.03M Buy
268,531
+30,494
+13% +$349K 0.01% 306
2021
Q4 		$2.99M Buy
238,037
+63,970
+37% +$814K 0.01% 306
2021
Q3 		$2.16M Sell
174,067
-41,045
-19% -$515K 0.01% 332
2021
Q2 		$2.92M Buy
215,112
+99,630
+86% +$1.37M 0.01% 232
2021
Q1 		$1.54M Buy
115,482
+6,971
+6% +$86.6K 0.01% 318
2020
Q4 		$1.06M Buy
108,511
+15,100
+16% +$149K 0.01% 352
2020
Q3 		$943K Buy
93,411
+9,605
+11% +$99.8K 0.01% 334
2020
Q2 		$841K Sell
83,806
-21,532
-20% -$215K 0.01% 341
2020
Q1 		$996K Buy
105,338
+8,773
+9% +$110K 0.01% 294
2019
Q4 		$1.28M Buy
96,565
+3,991
+4% +$53.5K 0.01% 274
2019
Q3 		$1.16M Buy
92,574
+13,686
+17% +$163K 0.01% 262
2019
Q2 		$928K Buy
78,888
+81
+0.1% +$911 0.01% 293
2019
Q1 		$945K Sell
78,807
-38,525
-33% -$535K 0.01% 269
2018
Q4 		$1.78M Buy
+117,332
New +$2.24M 0.02% 139

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

Wealthfront Advisers's LUMN Position: Q2 2026 in Review

Wealthfront Advisers increased its Lumen (LUMN) stake by 73% in Q2 2026, buying an estimated $104K and bringing the position to 28,326 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Wealthfront Advisers first reported a position in LUMN in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.75M in Q1 2023. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Wealthfront Advisers held 28,326 shares of Lumen worth $218K as of Q2 2026.
  • Wealthfront Advisers bought 11,909 Lumen shares in Q2 2026, an estimated $104K.
  • Lumen made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1065 holding.
  • Wealthfront Advisers first reported a position in Lumen in Q4 2018 and has held it in 23 quarters since.
  • Wealthfront Advisers's Lumen position peaked at $5.75M in Q1 2023.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.