Avior Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $509K | Sell |
66,271
-11
| -0% | -$96 | 0.01% | 515 |
|
|
2026
Q1 | $461K | Buy |
66,282
+5,195
| +9% | +$39.3K | 0.01% | 551 |
|
|
2025
Q4 | $475K | Buy |
61,087
+7,629
| +14% | +$62.8K | 0.01% | 476 |
|
|
2025
Q3 | $327K | Buy |
53,458
+7,539
| +16% | +$36.2K | 0.01% | 568 |
|
|
2025
Q2 | $201K | Sell |
45,919
-41
| -0.1% | -$159 | 0.01% | 664 |
|
|
2025
Q1 | $180K | Buy |
45,960
+4,115
| +10% | +$20.5K | 0.01% | 671 |
|
|
2024
Q4 | $222K | Buy |
41,845
+2,657
| +7% | +$18.3K | 0.01% | 677 |
|
|
2024
Q3 | $278K | Buy |
39,188
+8,120
| +26% | +$34.7K | 0.01% | 612 |
|
|
2024
Q2 | $34.2K | Sell |
31,068
-4,068
| -12% | -$5.16K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $54.8K | Sell |
35,136
-4,789
| -12% | -$7.48K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $73.1K | Buy |
39,925
+2,510
| +7% | +$3.56K | ﹤0.01% | 669 |
|
|
2023
Q3 | $53.1K | Sell |
37,415
-106
| -0.3% | -$179 | ﹤0.01% | 750 |
|
|
2023
Q2 | $84.8K | Buy |
37,521
+2,472
| +7% | +$5.44K | 0.01% | 658 |
|
|
2023
Q1 | $92.9K | Sell |
35,049
-18,905
| -35% | -$76.3K | 0.01% | 652 |
|
|
2022
Q4 | $282K | Buy |
53,954
+1,375
| +3% | +$8.45K | 0.02% | 412 |
|
|
2022
Q3 | $382K | Buy |
52,579
+600
| +1% | +$6.11K | 0.03% | 330 |
|
|
2022
Q2 | $567K | Sell |
51,979
-1,141
| -2% | -$12.8K | 0.06% | 235 |
|
|
2022
Q1 | $598K | Buy |
53,120
+795
| +2% | +$9.1K | 0.05% | 252 |
|
|
2021
Q4 | $656K | Buy |
52,325
+597
| +1% | +$7.6K | 0.05% | 271 |
|
|
2021
Q3 | $640K | Buy |
51,728
+3,641
| +8% | +$45.6K | 0.05% | 261 |
|
|
2021
Q2 | $653K | Buy |
48,087
+3,675
| +8% | +$50.7K | 0.07% | 241 |
|
|
2021
Q1 | $592K | Buy |
44,412
+1,156
| +3% | +$14.4K | 0.06% | 264 |
|
|
2020
Q4 | $421K | Buy |
43,256
+12,411
| +40% | +$123K | 0.05% | 302 |
|
|
2020
Q3 | $311K | Sell |
30,845
-16
| -0.1% | -$166 | 0.04% | 327 |
|
|
2020
Q2 | $309K | Buy |
30,861
+1,906
| +7% | +$19.1K | 0.05% | 326 |
|
|
2020
Q1 | $273K | Buy |
28,955
+8,601
| +42% | +$108K | 0.05% | 288 |
|
|
2019
Q4 | $268K | Sell |
20,354
-1,346
| -6% | -$18K | 0.04% | 338 |
|
|
2019
Q3 | $270K | Buy |
21,700
+6,046
| +39% | +$71.8K | 0.05% | 319 |
|
|
2019
Q2 | $184K | Buy |
15,654
+3,882
| +33% | +$43.7K | 0.03% | 363 |
|
|
2019
Q1 | $141K | Buy |
11,772
+6,660
| +130% | +$92.5K | 0.03% | 379 |
|
|
2018
Q4 | $77K | Sell |
5,112
-576
| -10% | -$11K | 0.02% | 446 |
|
|
2018
Q3 | $121K | Buy |
5,688
+1,237
| +28% | +$25.9K | 0.03% | 424 |
|
|
2018
Q2 | $83K | Buy |
4,451
+569
| +15% | +$10.3K | 0.02% | 455 |
|
|
2018
Q1 | $64K | Sell |
3,882
-304
| -7% | -$5.27K | 0.01% | 471 |
|
|
2017
Q4 | $70K | Buy |
4,186
+2,286
| +120% | +$38.8K | 0.02% | 462 |
|
|
2017
Q3 | $36K | Buy |
+1,900
| New | +$40K | 0.01% | 236 |
|
Other funds holding LUMN
Avior Wealth Management's LUMN Position: Q2 2026 in Review
Avior Wealth Management reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 0.02% in Q2 2026, selling an estimated $96 and leaving 66,271 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #515.
Avior Wealth Management first reported a position in LUMN in Q3 2017 and has held it in 36 quarters since. The position peaked at $656K in Q4 2021. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Avior Wealth Management held 66,271 shares of Lumen Technologies, Inc. Common Stock worth $509K as of Q2 2026.
- Avior Wealth Management sold 11 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $96.
- Lumen Technologies, Inc. Common Stock made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #515 holding.
- Avior Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2017 and has held it in 36 quarters since.
- Avior Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $656K in Q4 2021.
- 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.