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World Investment Advisors’s Lumen LUMN Stock Holding History

World Investment 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 		$120K Sell
15,935
-16,112
-50% -$141K ﹤0.01% 1489
2026
Q1 		$223K Buy
32,047
+19,442
+154% +$147K ﹤0.01% 1436
2025
Q4 		$97.9K Buy
+12,605
New +$104K ﹤0.01% 1438
2023
Q1 		– Sell
-50,313
Closed -$263K – 252
2022
Q4 		$263K Buy
+50,313
New +$309K 0.06% 189

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

World Investment Advisors's LUMN Position: Q2 2026 in Review

World Investment Advisors reduced its Lumen (LUMN) stake by 50% in Q2 2026, selling an estimated $141K and leaving 15,935 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

World Investment Advisors first reported a position in LUMN in Q4 2022 and has held it in 4 quarters since. The position peaked at $263K in Q4 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • World Investment Advisors held 15,935 shares of Lumen worth $120K as of Q2 2026.
  • World Investment Advisors sold 16,112 Lumen shares in Q2 2026, an estimated $141K.
  • Lumen made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1489 holding.
  • World Investment Advisors first reported a position in Lumen in Q4 2022 and has held it in 4 quarters since.
  • World Investment Advisors's Lumen position peaked at $263K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.