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Westfuller Advisors’s Lumen LUMN Stock Holding History

Westfuller 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
Q2 		$2.61K Hold
340
– – ﹤0.01% 644
2026
Q1 		$2.37K Hold
340
– – ﹤0.01% 616
2025
Q4 		$2.64K Hold
340
– – ﹤0.01% 637
2025
Q3 		$2.08K Buy
+340
New +$1.63K ﹤0.01% 648

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Westfuller Advisors's LUMN Position: Q2 2026 in Review

Westfuller Advisors held its Lumen (LUMN) position steady in Q2 2026 at 340 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Westfuller Advisors first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.64K in Q4 2025. 214 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Westfuller Advisors held 340 shares of Lumen worth $2.61K as of Q2 2026.
  • Westfuller Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #644 holding.
  • Westfuller Advisors first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Lumen position peaked at $2.64K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.