Wolff Wiese Magana’s Lumen LUMN Stock Holding History

Wolff Wiese Magana’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	$221K	Buy	+28,767	New	+$252K	0.1%	112
2023 Q3	–	Sell	-1,500	Closed	-$3.39K	–	838
2023 Q2	$3.39K	Hold	1,500	–	–	﹤0.01%	491
2023 Q1	$3.98K	Hold	1,500	–	–	﹤0.01%	454
2022 Q4	$7.83K	Hold	1,500	–	–	0.01%	355
2022 Q3	$11K	Hold	1,500	–	–	0.01%	486
2022 Q2	$16K	Hold	1,500	–	–	0.01%	448
2022 Q1	$17K	Buy	+1,500	New	+$17.2K	0.01%	452

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

Wolff Wiese Magana's LUMN Position: Q2 2026 in Review

Wolff Wiese Magana opened a new position in Lumen (LUMN) in Q2 2026: 28,767 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Wolff Wiese Magana previously reported a position in LUMN as recently as Q2 2023.

Wolff Wiese Magana first reported a position in LUMN in Q1 2022 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Wolff Wiese Magana held 28,767 shares of Lumen worth $221K as of Q2 2026.
Lumen was a new Wolff Wiese Magana position in Q2 2026.
Lumen made up 0.1% of Wolff Wiese Magana's portfolio in Q2 2026, its #112 holding.
Wolff Wiese Magana first reported a position in Lumen in Q1 2022 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.