Blue Trust Inc
LUMN icon

Blue Trust Inc’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Blue Trust Inc’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
Q3 		$6.72K Buy
1,200
+790
+193% +$5.04K ﹤0.01% 1797
2026
Q2 		$3.15K Sell
410
-120
-23% -$1.05K ﹤0.01% 2111
2026
Q1 		$3.68K Hold
530
– – ﹤0.01% 2043
2025
Q4 		$4.12K Sell
530
-68
-11% -$560 ﹤0.01% 2028
2025
Q3 		$3.66K Buy
598
+93
+18% +$446 ﹤0.01% 2054
2025
Q2 		$2.21K Sell
505
-13
-3% -$50 ﹤0.01% 2124
2025
Q1 		$2.03K Buy
518
+58
+13% +$289 ﹤0.01% 2221
2024
Q4 		$2.44K Buy
460
+50
+12% +$345 ﹤0.01% 2189
2024
Q3 		$451 Sell
410
-1,482
-78% -$6.33K ﹤0.01% 2807
2024
Q2 		$2.95K Buy
1,892
+1,473
+352% +$1.87K ﹤0.01% 2341
2024
Q1 		$653 Sell
419
-34,429
-99% -$53.8K ﹤0.01% 1990
2023
Q4 		$50K Buy
34,848
+21
+0.1% +$30 ﹤0.01% 938
2023
Q3 		$79K Sell
34,827
-170
-0.5% -$288 ﹤0.01% 697
2023
Q2 		$93K Sell
34,997
-293
-0.8% -$645 ﹤0.01% 522
2023
Q1 		$184K Sell
35,290
-4,665
-12% -$18.8K ﹤0.01% 571
2022
Q4 		$291K Buy
39,955
+1,600
+4% +$9.83K 0.01% 357
2022
Q3 		$418K Buy
38,355
+2,666
+7% +$27.1K 0.01% 224
2022
Q2 		$402K Buy
+35,689
New +$400K 0.01% 227

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc's LUMN Position: Q3 2026 in Review

Blue Trust Inc increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 193% in Q3 2026, buying an estimated $5.04K and bringing the position to 1,200 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Blue Trust Inc first reported a position in LUMN in Q2 2022 and has held it in 18 quarters since. The position peaked at $418K in Q3 2022. 62 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Blue Trust Inc held 1,200 shares of Lumen Technologies, Inc. Common Stock worth $6.72K as of Q3 2026.
  • Blue Trust Inc bought 790 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $5.04K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1797 holding.
  • Blue Trust Inc first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Lumen Technologies, Inc. Common Stock position peaked at $418K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.