WhitTier Trust Company’s Lumen LUMN Stock Holding History

WhitTier Trust Company’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	$1.93K	Sell	300 -56	-16%	-$491	﹤0.01%	1299
2026 Q1	$2.36K	Hold	356	–	–	﹤0.01%	1260
2025 Q4	$2.96K	Buy	356 +300	+536%	+$2.47K	﹤0.01%	1138
2025 Q3	$367	Hold	56	–	–	﹤0.01%	1244
2025 Q2	$244	Hold	56	–	–	﹤0.01%	1410
2025 Q1	$219	Hold	56	–	–	﹤0.01%	1390
2024 Q4	$296	Hold	56	–	–	﹤0.01%	1312
2024 Q3	$397	Hold	56	–	–	﹤0.01%	1297
2024 Q2	$60	Hold	56	–	–	﹤0.01%	1269
2024 Q1	$86	Buy	56 +22	+65%	+$34	﹤0.01%	1207
2023 Q4	$61	Hold	34	–	–	﹤0.01%	1195
2023 Q3	$47	Hold	34	–	–	﹤0.01%	1153
2023 Q2	$76	Hold	34	–	–	﹤0.01%	1164
2023 Q1	$90	Hold	34	–	–	﹤0.01%	1151
2022 Q4	$177	Hold	34	–	–	﹤0.01%	1169
2022 Q3	$0	Sell	34 -294	-90%	-$2.99K	﹤0.01%	1142
2022 Q2	$4K	Hold	328	–	–	﹤0.01%	1020
2022 Q1	$4K	Hold	328	–	–	﹤0.01%	1022
2021 Q4	$4K	Hold	328	–	–	﹤0.01%	988
2021 Q3	$4K	Hold	328	–	–	﹤0.01%	1026
2021 Q2	$4K	Hold	328	–	–	﹤0.01%	936
2021 Q1	$4K	Hold	328	–	–	﹤0.01%	928
2020 Q4	$3K	Hold	328	–	–	﹤0.01%	920
2020 Q3	$3K	Hold	328	–	–	﹤0.01%	914
2020 Q2	$3K	Hold	328	–	–	﹤0.01%	888
2020 Q1	$3K	Hold	328	–	–	﹤0.01%	915
2019 Q4	$4K	Hold	328	–	–	﹤0.01%	943
2019 Q3	$4K	Hold	328	–	–	﹤0.01%	934
2019 Q2	$4K	Hold	328	–	–	﹤0.01%	929
2019 Q1	$4K	Hold	328	–	–	﹤0.01%	926
2018 Q4	$5K	Sell	328 -176	-35%	-$3.36K	﹤0.01%	927
2018 Q3	$11K	Hold	504	–	–	﹤0.01%	812
2018 Q2	$9K	Hold	504	–	–	﹤0.01%	829
2018 Q1	$8K	Sell	504 -951	-65%	-$16.5K	﹤0.01%	862
2017 Q4	$24K	Buy	1,455 +1,245	+593%	+$21.1K	﹤0.01%	686
2017 Q3	$4K	Hold	210	–	–	﹤0.01%	895
2017 Q2	$5K	Hold	210	–	–	﹤0.01%	831
2017 Q1	$5K	Sell	210 -65	-24%	-$1.59K	﹤0.01%	845
2016 Q4	$7K	Buy	275 +176	+178%	+$4.47K	﹤0.01%	810
2016 Q3	$3K	Hold	99	–	–	﹤0.01%	851
2016 Q2	$3K	Hold	99	–	–	﹤0.01%	854
2016 Q1	$3K	Hold	99	–	–	﹤0.01%	853
2015 Q4	$2K	Hold	99	–	–	﹤0.01%	854
2015 Q3	$2K	Hold	99	–	–	﹤0.01%	860
2015 Q2	$3K	Hold	99	–	–	﹤0.01%	857
2015 Q1	$3K	Hold	99	–	–	﹤0.01%	855
2014 Q4	$4K	Hold	99	–	–	﹤0.01%	842
2014 Q3	$4K	Hold	99	–	–	﹤0.01%	847
2014 Q2	$4K	Hold	99	–	–	﹤0.01%	848
2014 Q1	$3K	Hold	99	–	–	﹤0.01%	890
2013 Q4	$3K	Sell	99 -1,475	-94%	-$47.1K	﹤0.01%	846
2013 Q3	$49K	Hold	1,574	–	–	0.01%	515
2013 Q2	$56K	Buy	+1,574	New	+$57.2K	0.01%	490

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

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

WhitTier Trust Company's LUMN Position: Q2 2026 in Review

WhitTier Trust Company reduced its Lumen (LUMN) stake by 16% in Q2 2026, selling an estimated $491 and leaving 300 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

WhitTier Trust Company first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. The position peaked at $56K in Q2 2013. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

WhitTier Trust Company held 300 shares of Lumen worth $1.93K as of Q2 2026.
WhitTier Trust Company sold 56 Lumen shares in Q2 2026, an estimated $491.
Lumen made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1299 holding.
WhitTier Trust Company first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Lumen position peaked at $56K in Q2 2013.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.