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WealthTrust Axiom’s Lumen LUMN Stock Holding History

WealthTrust Axiom’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 		$103K Hold
13,368
– – 0.02% 295
2026
Q1 		$92.9K Hold
13,368
– – 0.02% 281
2025
Q4 		$104K Hold
13,368
– – 0.03% 261
2025
Q3 		$81.8K Hold
13,368
– – 0.02% 263
2025
Q2 		$58.6K Buy
+13,368
New +$51.8K 0.02% 255

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

WealthTrust Axiom's LUMN Position: Q2 2026 in Review

WealthTrust Axiom held its Lumen (LUMN) position steady in Q2 2026 at 13,368 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #295.

WealthTrust Axiom first reported a position in LUMN in Q2 2025 and has held it in 5 quarters since. The position peaked at $104K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • WealthTrust Axiom held 13,368 shares of Lumen worth $103K as of Q2 2026.
  • WealthTrust Axiom left its Lumen share count unchanged in Q2 2026.
  • Lumen made up 0.02% of WealthTrust Axiom's portfolio in Q2 2026, its #295 holding.
  • WealthTrust Axiom first reported a position in Lumen in Q2 2025 and has held it in 5 quarters since.
  • WealthTrust Axiom's Lumen position peaked at $104K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.