Atria Investments’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 | $572K | Buy |
74,432
+6,386
| +9% | +$56K | 0.01% | 1449 |
|
|
2026
Q1 | $473K | Sell |
68,046
-20,985
| -24% | -$159K | 0.01% | 1477 |
|
|
2025
Q4 | $692K | Buy |
89,031
+8,519
| +11% | +$70.1K | 0.01% | 1264 |
|
|
2025
Q3 | $493K | Buy |
80,512
+9,288
| +13% | +$44.6K | 0.01% | 1424 |
|
|
2025
Q2 | $312K | Buy |
71,224
+9,109
| +15% | +$35.3K | ﹤0.01% | 1691 |
|
|
2025
Q1 | $243K | Sell |
62,115
-85,693
| -58% | -$427K | ﹤0.01% | 1731 |
|
|
2024
Q4 | $785K | Buy |
147,808
+17,328
| +13% | +$120K | 0.01% | 1112 |
|
|
2024
Q3 | $926K | Buy |
130,480
+42,227
| +48% | +$180K | 0.01% | 1005 |
|
|
2024
Q2 | $97.1K | Buy |
+88,253
| New | +$112K | ﹤0.01% | 1869 |
|
|
2023
Q1 | – | Sell |
-523,494
| Closed | -$2.73M | – | 854 |
|
|
2022
Q4 | $2.73M | Buy |
523,494
+127,324
| +32% | +$782K | 0.06% | 408 |
|
|
2022
Q3 | $2.88M | Buy |
396,170
+70,465
| +22% | +$717K | 0.06% | 369 |
|
|
2022
Q2 | $3.55M | Buy |
325,705
+99,892
| +44% | +$1.12M | 0.07% | 332 |
|
|
2022
Q1 | $2.54M | Buy |
225,813
+47,942
| +27% | +$549K | 0.04% | 479 |
|
|
2021
Q4 | $2.23M | Buy |
177,871
+5,553
| +3% | +$70.7K | 0.04% | 519 |
|
|
2021
Q3 | $2.13M | Buy |
172,318
+10,523
| +7% | +$132K | 0.04% | 502 |
|
|
2021
Q2 | $2.2M | Sell |
161,795
-2,557
| -2% | -$35.3K | 0.04% | 463 |
|
|
2021
Q1 | $2.19M | Sell |
164,352
-81,751
| -33% | -$1.02M | 0.05% | 423 |
|
|
2020
Q4 | $2.4M | Buy |
246,103
+24,587
| +11% | +$243K | 0.06% | 370 |
|
|
2020
Q3 | $2.23M | Buy |
221,516
+7,993
| +4% | +$83.1K | 0.07% | 312 |
|
|
2020
Q2 | $2.14M | Buy |
+213,523
| New | +$2.14M | 0.07% | 292 |
|
|
2020
Q1 | – | Sell |
-199,918
| Closed | -$2.64M | – | 920 |
|
|
2019
Q4 | $2.64M | Buy |
199,918
+22,195
| +12% | +$298K | 0.07% | 244 |
|
|
2019
Q3 | $2.22M | Buy |
177,723
+61,105
| +52% | +$726K | 0.08% | 208 |
|
|
2019
Q2 | $1.32M | Buy |
116,618
+71,041
| +156% | +$799K | 0.05% | 322 |
|
|
2019
Q1 | $546K | Buy |
45,577
+63
| +0.1% | +$875 | 0.02% | 510 |
|
|
2018
Q4 | $690K | Sell |
45,514
-78,352
| -63% | -$1.5M | 0.03% | 402 |
|
|
2018
Q3 | $2.63M | Sell |
123,866
-18,454
| -13% | -$386K | 0.1% | 171 |
|
|
2018
Q2 | $2.65M | Sell |
142,320
-32,981
| -19% | -$599K | 0.12% | 169 |
|
|
2018
Q1 | $2.88M | Buy |
175,301
+2,924
| +2% | +$50.7K | 0.14% | 150 |
|
|
2017
Q4 | $2.88M | Buy |
172,377
+30,359
| +21% | +$515K | 0.14% | 156 |
|
|
2017
Q3 | $2.68M | Buy |
142,018
+45,312
| +47% | +$954K | 0.15% | 153 |
|
|
2017
Q2 | $2.31M | Sell |
96,706
-2,873
| -3% | -$72.2K | 0.14% | 161 |
|
|
2017
Q1 | $2.35M | Buy |
99,579
+30,217
| +44% | +$737K | 0.15% | 145 |
|
|
2016
Q4 | $1.65M | Buy |
69,362
+36,786
| +113% | +$934K | 0.13% | 175 |
|
|
2016
Q3 | $894K | Buy |
32,576
+11,391
| +54% | +$333K | 0.08% | 210 |
|
|
2016
Q2 | $629K | Buy |
21,185
+8,155
| +63% | +$238K | 0.07% | 218 |
|
|
2016
Q1 | $416K | Buy |
+13,030
| New | +$365K | 0.05% | 294 |
|
Other funds holding LUMN
Atria Investments's LUMN Position: Q2 2026 in Review
Atria Investments increased its Lumen (LUMN) stake by 9.4% in Q2 2026, buying an estimated $56K and bringing the position to 74,432 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #1449.
Atria Investments first reported a position in LUMN in Q1 2016 and has held it in 36 quarters since. The position peaked at $3.55M in Q2 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Atria Investments held 74,432 shares of Lumen worth $572K as of Q2 2026.
- Atria Investments bought 6,386 Lumen shares in Q2 2026, an estimated $56K.
- Lumen made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1449 holding.
- Atria Investments first reported a position in Lumen in Q1 2016 and has held it in 36 quarters since.
- Atria Investments's Lumen position peaked at $3.55M in Q2 2022.
- 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.