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Brinker Capital Investments’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Brinker Capital Investments’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
-10,748
Closed -$83.5K – 2164
2025
Q4 		$83.5K Sell
10,748
-306
-3% -$2.52K ﹤0.01% 2072
2025
Q3 		$67.6K Sell
11,054
-17,505
-61% -$84K ﹤0.01% 2022
2025
Q2 		$125K Buy
+28,559
New +$111K ﹤0.01% 1934
2023
Q4 		– Sell
-13,048
Closed -$18.5K – 1717
2023
Q3 		$18.5K Buy
13,048
+2,605
+25% +$4.41K ﹤0.01% 1604
2023
Q2 		$23.6K Buy
+10,443
New +$23K ﹤0.01% 1616
2021
Q4 		– Sell
-38,290
Closed -$520K – 1406
2021
Q3 		$520K Hold
38,290
– – 0.01% 963
2021
Q2 		$520K Sell
38,290
-1,092
-3% -$15.1K 0.01% 1019
2021
Q1 		$526K Buy
39,382
+25,336
+180% +$315K 0.01% 889
2020
Q4 		$137K Sell
14,046
-7,079
-34% -$69.9K ﹤0.01% 999
2020
Q3 		$213K Buy
+21,125
New +$220K ﹤0.01% 1097
2020
Q1 		– Sell
-169
Closed -$2K – 561
2019
Q4 		$2K Hold
169
– – ﹤0.01% 755
2019
Q3 		$2K Hold
169
– – ﹤0.01% 703
2019
Q2 		$2K Hold
169
– – ﹤0.01% 888
2019
Q1 		$2K Buy
169
+7
+4% +$97 ﹤0.01% 785
2018
Q4 		$2K Hold
162
– – ﹤0.01% 623
2018
Q3 		$3K Hold
162
– – ﹤0.01% 582
2018
Q2 		$3K Hold
162
– – ﹤0.01% 558
2018
Q1 		$3K Hold
162
– – ﹤0.01% 500
2017
Q4 		$3K Buy
+162
New +$2.75K ﹤0.01% 483
2016
Q4 		– Sell
-10
Closed – – 578
2016
Q3 		$0 Buy
+10
New +$292 ﹤0.01% 570
2016
Q1 		– Sell
-22
Closed -$1K – 575
2015
Q4 		$1K Buy
22
+13
+144% +$349 ﹤0.01% 520
2015
Q3 		$0 Buy
+9
New +$249 ﹤0.01% 494

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's LUMN Position: Q1 2026 in Review

Brinker Capital Investments sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2026, closing a stake of 10,748 shares — an estimated $83.5K sold.

Brinker Capital Investments first reported a position in LUMN in Q3 2015 and held it in 22 quarters. The position peaked at $526K in Q1 2021. 601 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Brinker Capital Investments reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 10,748 Lumen Technologies, Inc. Common Stock shares in Q1 2026, an estimated $83.5K.
  • Brinker Capital Investments first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2015 and held it in 22 quarters.
  • Brinker Capital Investments's Lumen Technologies, Inc. Common Stock position peaked at $526K in Q1 2021.
  • 601 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.