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Belpointe Asset Management’s Lumen LUMN Stock Holding History

Belpointe Asset Management’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
2026
Q1 		– Sell
-98,966
Closed -$769K – 1144
2025
Q4 		$769K Buy
+98,966
New +$815K 0.03% 528
2024
Q1 		– Sell
-22,471
Closed -$41.1K – 819
2023
Q4 		$41.1K Sell
22,471
-2,056
-8% -$2.91K ﹤0.01% 699
2023
Q3 		$34.8K Buy
24,527
+8,405
+52% +$14.2K ﹤0.01% 644
2023
Q2 		$36.4K Buy
16,122
+1,333
+9% +$2.94K ﹤0.01% 604
2023
Q1 		$39.2K Buy
14,789
+5,456
+58% +$22K ﹤0.01% 1857
2022
Q4 		$48.7K Buy
+9,333
New +$57.4K ﹤0.01% 1632
2019
Q3 		– Sell
-49,266
Closed -$579K – 701
2019
Q2 		$579K Buy
+49,266
New +$554K 0.11% 195
2019
Q1 		– Sell
-6,746
Closed -$102K – 517
2018
Q4 		$102K Sell
6,746
-41,117
-86% -$785K 0.03% 489
2018
Q3 		$1.01M Buy
+47,863
New +$1M 0.16% 122

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Belpointe Asset Management's LUMN Position: Q1 2026 in Review

Belpointe Asset Management sold out of Lumen (LUMN) in Q1 2026, closing a stake of 98,966 shares — an estimated $769K sold.

Belpointe Asset Management first reported a position in LUMN in Q3 2018 and held it in 9 quarters. The position peaked at $1.01M in Q3 2018. 601 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Belpointe Asset Management reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 98,966 Lumen shares in Q1 2026, an estimated $769K.
  • Belpointe Asset Management first reported a position in Lumen in Q3 2018 and held it in 9 quarters.
  • Belpointe Asset Management's Lumen position peaked at $1.01M in Q3 2018.
  • 601 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.