Bank of Montreal
LUMN icon

Bank of Montreal’s Lumen LUMN Stock Holding History

Bank of Montreal’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
2019
Q2 		– Sell
-102,500
Closed -$1.23M – 4994
2019
Q1 		$1.23M Buy
+102,500
New +$1.42M ﹤0.01% 1939
2013
Q4 		– Sell
-35,600
Closed -$1.12M – 3835
2013
Q3 		$1.12M Hold
35,600
– – ﹤0.01% 1410
2013
Q2 		$1.26M Buy
+35,600
New +$1.29M ﹤0.01% 1297

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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. 393 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.
  • 393 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.