Whipplewood Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Whipplewood 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	$246	Sell	32 -2,650	-99%	-$23.2K	﹤0.01%	628
2026 Q1	$18.6K	Sell	2,682 -4,500	-63%	-$34.1K	0.01%	404
2025 Q4	$55.8K	Hold	7,182	–	–	0.04%	192
2025 Q3	$44K	Sell	7,182 -5,000	-41%	-$24K	0.03%	206
2025 Q2	$53.4K	Buy	12,182 +12,177	+243,540%	+$47.2K	0.03%	310
2025 Q1	$57.6K	Sell	5 -12,677	-100%	-$63.2K	0.03%	289
2024 Q4	$67.3K	Buy	+12,682	New	+$87.5K	0.04%	270

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whipplewood Advisors's LUMN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 99% in Q2 2026, selling an estimated $23.2K and leaving 32 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Whipplewood Advisors first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.3K in Q4 2024. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Whipplewood Advisors held 32 shares of Lumen Technologies, Inc. Common Stock worth $246 as of Q2 2026.
Whipplewood Advisors sold 2,650 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $23.2K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #628 holding.
Whipplewood Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Lumen Technologies, Inc. Common Stock position peaked at $67.3K in Q4 2024.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.