AE Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $341K | Buy |
44,369
+1,946
| +5% | +$17.1K | ﹤0.01% | 1418 |
|
|
2026
Q1 | $295K | Buy |
42,423
+18,235
| +75% | +$138K | ﹤0.01% | 1388 |
|
|
2025
Q4 | $188K | Sell |
24,188
-1,265
| -5% | -$10.4K | ﹤0.01% | 1533 |
|
|
2025
Q3 | $156K | Buy |
25,453
+4,480
| +21% | +$21.5K | ﹤0.01% | 1452 |
|
|
2025
Q2 | $91.9K | Sell |
20,973
-2,143
| -9% | -$8.3K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $90.6K | Buy |
+23,116
| New | +$115K | ﹤0.01% | 1466 |
|
|
2024
Q1 | – | Sell |
-25,851
| Closed | -$36.2K | – | 1638 |
|
|
2023
Q4 | $36.2K | Sell |
25,851
-5,502
| -18% | -$7.8K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $44.5K | Sell |
31,353
-222,923
| -88% | -$377K | ﹤0.01% | 1885 |
|
|
2023
Q2 | $575K | Sell |
254,276
-573,686
| -69% | -$1.26M | ﹤0.01% | 1318 |
|
|
2023
Q1 | $2.19M | Sell |
827,962
-1,018,345
| -55% | -$4.11M | 0.01% | 760 |
|
|
2022
Q4 | $9.64M | Buy |
1,846,307
+788,279
| +75% | +$4.84M | 0.07% | 329 |
|
|
2022
Q3 | $7.7M | Buy |
1,058,028
+182,505
| +21% | +$1.86M | 0.06% | 335 |
|
|
2022
Q2 | $9.55M | Buy |
875,523
+321,771
| +58% | +$3.61M | 0.08% | 283 |
|
|
2022
Q1 | $6.24M | Buy |
553,752
+129,529
| +31% | +$1.48M | 0.04% | 381 |
|
|
2021
Q4 | $5.32M | Buy |
424,223
+52,143
| +14% | +$664K | 0.04% | 401 |
|
|
2021
Q3 | $4.61M | Buy |
372,080
+74,643
| +25% | +$936K | 0.04% | 402 |
|
|
2021
Q2 | $4.04M | Buy |
297,437
+89,050
| +43% | +$1.23M | 0.04% | 426 |
|
|
2021
Q1 | $2.78M | Buy |
208,387
+18,656
| +10% | +$232K | 0.03% | 477 |
|
|
2020
Q4 | $1.85M | Buy |
189,731
+114,251
| +151% | +$1.13M | 0.02% | 517 |
|
|
2020
Q3 | $762K | Sell |
75,480
-1,109
| -1% | -$11.5K | 0.01% | 714 |
|
|
2020
Q2 | $768K | Buy |
76,589
+20,000
| +35% | +$200K | 0.01% | 709 |
|
|
2020
Q1 | $535K | Buy |
56,589
+38,314
| +210% | +$479K | 0.01% | 660 |
|
|
2019
Q4 | $241K | Buy |
18,275
+1,426
| +8% | +$19.1K | 0.01% | 989 |
|
|
2019
Q3 | $210K | Buy |
16,849
+1,850
| +12% | +$22K | 0.01% | 907 |
|
|
2019
Q2 | $176K | Buy |
+14,999
| New | +$169K | 0.01% | 909 |
|
|
2018
Q2 | – | Sell |
-61,741
| Closed | -$1.01M | – | 485 |
|
|
2018
Q1 | $1.01M | Sell |
61,741
-2,633
| -4% | -$45.7K | 0.08% | 163 |
|
|
2017
Q4 | $1.07M | Buy |
64,374
+9,205
| +17% | +$156K | 0.09% | 152 |
|
|
2017
Q3 | $1.04M | Buy |
55,169
+13,187
| +31% | +$278K | 0.1% | 135 |
|
|
2017
Q2 | $1M | Buy |
41,982
+2,547
| +6% | +$64K | 0.12% | 146 |
|
|
2017
Q1 | $929K | Buy |
39,435
+5,762
| +17% | +$141K | 0.17% | 117 |
|
|
2016
Q4 | $801K | Buy |
+33,673
| New | +$855K | 0.32% | 82 |
|
Other funds holding LUMN
AE Wealth Management's LUMN Position: Q2 2026 in Review
AE Wealth Management increased its Lumen (LUMN) stake by 4.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 44,369 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.
AE Wealth Management first reported a position in LUMN in Q4 2016 and has held it in 31 quarters since. The position peaked at $9.64M in Q4 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- AE Wealth Management held 44,369 shares of Lumen worth $341K as of Q2 2026.
- AE Wealth Management bought 1,946 Lumen shares in Q2 2026, an estimated $17.1K.
- Lumen made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1418 holding.
- AE Wealth Management first reported a position in Lumen in Q4 2016 and has held it in 31 quarters since.
- AE Wealth Management's Lumen position peaked at $9.64M in Q4 2022.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.