Bank of Montreal’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 | $1.27M | Buy |
165,633
+5,636
| +4% | +$49.4K | ﹤0.01% | 1964 |
|
|
2026
Q1 | $1.11M | Buy |
159,997
+2,559
| +2% | +$19.4K | ﹤0.01% | 1987 |
|
|
2025
Q4 | $1.22M | Buy |
157,438
+9,163
| +6% | +$75.4K | ﹤0.01% | 1876 |
|
|
2025
Q3 | $907K | Sell |
148,275
-95,273
| -39% | -$457K | ﹤0.01% | 1994 |
|
|
2025
Q2 | $1.07M | Buy |
243,548
+5,381
| +2% | +$20.9K | ﹤0.01% | 1876 |
|
|
2025
Q1 | $934K | Buy |
238,167
+30,796
| +15% | +$153K | ﹤0.01% | 1858 |
|
|
2024
Q4 | $1.1M | Sell |
207,371
-2,740
| -1% | -$18.9K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $1.53M | Sell |
210,111
-7,273
| -3% | -$31.1K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $239K | Buy |
217,384
+56,464
| +35% | +$71.6K | ﹤0.01% | 2884 |
|
|
2024
Q1 | $251K | Buy |
160,920
+27,532
| +21% | +$43K | ﹤0.01% | 2895 |
|
|
2023
Q4 | $247K | Buy |
133,388
+43,890
| +49% | +$62.2K | ﹤0.01% | 2986 |
|
|
2023
Q3 | $138K | Sell |
89,498
-71,048
| -44% | -$120K | ﹤0.01% | 3199 |
|
|
2023
Q2 | $366K | Buy |
160,546
+50,202
| +45% | +$111K | ﹤0.01% | 2816 |
|
|
2023
Q1 | $295K | Sell |
110,344
-549,441
| -83% | -$2.22M | ﹤0.01% | 2791 |
|
|
2022
Q4 | $3.45M | Sell |
659,785
-119,921
| -15% | -$737K | ﹤0.01% | 1500 |
|
|
2022
Q3 | $5.81M | Buy |
779,706
+257,949
| +49% | +$2.62M | ﹤0.01% | 1272 |
|
|
2022
Q2 | $5.94M | Buy |
521,757
+91,615
| +21% | +$1.03M | ﹤0.01% | 1323 |
|
|
2022
Q1 | $4.89M | Sell |
430,142
-180,355
| -30% | -$2.06M | ﹤0.01% | 1507 |
|
|
2021
Q4 | $7.78M | Sell |
610,497
-661,646
| -52% | -$8.42M | ﹤0.01% | 1055 |
|
|
2021
Q3 | $16.8M | Buy |
1,272,143
+32,634
| +3% | +$409K | 0.01% | 1030 |
|
|
2021
Q2 | $16.9M | Buy |
1,239,509
+454,026
| +58% | +$6.26M | 0.01% | 993 |
|
|
2021
Q1 | $10.1M | Sell |
785,483
-45,350
| -5% | -$563K | 0.01% | 1002 |
|
|
2020
Q4 | $8.76M | Buy |
830,833
+215,594
| +35% | +$2.13M | 0.01% | 1088 |
|
|
2020
Q3 | $6.08M | Buy |
615,239
+75,891
| +14% | +$789K | 0.01% | 1091 |
|
|
2020
Q2 | $5.19M | Sell |
539,348
-102,413
| -16% | -$1.02M | ﹤0.01% | 1143 |
|
|
2020
Q1 | $5.65M | Buy |
641,761
+210,068
| +49% | +$2.63M | 0.01% | 934 |
|
|
2019
Q4 | $5.7M | Sell |
431,693
-305,253
| -41% | -$4.09M | ﹤0.01% | 1270 |
|
|
2019
Q3 | $9.2M | Sell |
736,946
-262,928
| -26% | -$3.12M | 0.01% | 909 |
|
|
2019
Q2 | $11.8M | Sell |
999,874
-361,525
| -27% | -$4.07M | 0.01% | 826 |
|
|
2019
Q1 | $16.3M | Sell |
1,361,399
-343,471
| -20% | -$4.77M | 0.01% | 678 |
|
|
2018
Q4 | $25.8M | Buy |
1,704,870
+67,240
| +4% | +$1.28M | 0.02% | 488 |
|
|
2018
Q3 | $34.7M | Buy |
1,637,630
+180,321
| +12% | +$3.77M | 0.03% | 472 |
|
|
2018
Q2 | $27.2M | Sell |
1,457,309
-612,540
| -30% | -$11.1M | 0.02% | 516 |
|
|
2018
Q1 | $34M | Buy |
2,069,849
+566,068
| +38% | +$9.82M | 0.03% | 454 |
|
|
2017
Q4 | $25.1M | Buy |
1,503,781
+211,412
| +16% | +$3.58M | 0.02% | 551 |
|
|
2017
Q3 | $24.4M | Sell |
1,292,369
-193,764
| -13% | -$4.08M | 0.02% | 531 |
|
|
2017
Q2 | $35.5M | Buy |
1,486,133
+31,469
| +2% | +$791K | 0.03% | 426 |
|
|
2017
Q1 | $34.3M | Buy |
1,454,664
+547,557
| +60% | +$13.4M | 0.03% | 417 |
|
|
2016
Q4 | $21.3M | Sell |
907,107
-111,114
| -11% | -$2.82M | 0.02% | 536 |
|
|
2016
Q3 | $27.9M | Buy |
1,018,221
+47,157
| +5% | +$1.38M | 0.03% | 451 |
|
|
2016
Q2 | $28.2M | Buy |
971,064
+353,891
| +57% | +$10.3M | 0.03% | 440 |
|
|
2016
Q1 | $19.7M | Sell |
617,173
-11,150
| -2% | -$313K | 0.02% | 497 |
|
|
2015
Q4 | $15.8M | Buy |
628,323
+28,101
| +5% | +$754K | 0.02% | 570 |
|
|
2015
Q3 | $15.1M | Sell |
600,222
-196,133
| -25% | -$5.43M | 0.02% | 551 |
|
|
2015
Q2 | $23.4M | Buy |
796,355
+219,139
| +38% | +$7.46M | 0.03% | 468 |
|
|
2015
Q1 | $19.9M | Buy |
577,216
+27,572
| +5% | +$1.03M | 0.02% | 505 |
|
|
2014
Q4 | $21.8M | Buy |
549,644
+73,131
| +15% | +$2.93M | 0.02% | 448 |
|
|
2014
Q3 | $19.5M | Sell |
476,513
-38,218
| -7% | -$1.5M | 0.02% | 513 |
|
|
2014
Q2 | $18.6M | Buy |
514,731
+83,660
| +19% | +$3M | 0.02% | 519 |
|
|
2014
Q1 | $14.2M | Sell |
431,071
-23,307
| -5% | -$713K | 0.02% | 537 |
|
|
2013
Q4 | $14.5M | Sell |
454,378
-3,926
| -0.9% | -$125K | 0.02% | 471 |
|
|
2013
Q3 | $14.4M | Sell |
458,304
-654,035
| -59% | -$22.3M | 0.02% | 416 |
|
|
2013
Q2 | $39.3M | Buy |
+1,112,339
| New | +$40.4M | 0.07% | 215 |
|
Other funds holding LUMN
Bank of Montreal's LUMN Position: Q2 2026 in Review
Bank of Montreal increased its Lumen (LUMN) stake by 3.5% in Q2 2026, buying an estimated $49.4K and bringing the position to 165,633 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.
Bank of Montreal first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.3M in Q2 2013. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Bank of Montreal held 165,633 shares of Lumen worth $1.27M as of Q2 2026.
- Bank of Montreal bought 5,636 Lumen shares in Q2 2026, an estimated $49.4K.
- Lumen made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1964 holding.
- Bank of Montreal first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Lumen position peaked at $39.3M in Q2 2013.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.