Carson Wealth (CWM LLC)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.5K | Buy |
13,023
+841
| +7% | +$6.37K | ﹤0.01% | 3355 |
|
|
2025
Q4 | $95K | Buy |
12,182
+2,509
| +26% | +$20.7K | ﹤0.01% | 3106 |
|
|
2025
Q3 | $59K | Buy |
9,673
+1,606
| +20% | +$7.71K | ﹤0.01% | 3394 |
|
|
2025
Q2 | $35K | Sell |
8,067
-1,672
| -17% | -$6.48K | ﹤0.01% | 3533 |
|
|
2025
Q1 | $38K | Sell |
9,739
-1,515
| -13% | -$7.55K | ﹤0.01% | 3207 |
|
|
2024
Q4 | $60K | Sell |
11,254
-4,438
| -28% | -$30.6K | ﹤0.01% | 2663 |
|
|
2024
Q3 | $111K | Buy |
15,692
+5,202
| +50% | +$22.2K | ﹤0.01% | 2142 |
|
|
2024
Q2 | $12K | Buy |
10,490
+2,456
| +31% | +$3.11K | ﹤0.01% | 3437 |
|
|
2024
Q1 | $13K | Sell |
8,034
-2,211
| -22% | -$3.46K | ﹤0.01% | 3188 |
|
|
2023
Q4 | $19K | Buy |
10,245
+498
| +5% | +$706 | ﹤0.01% | 2803 |
|
|
2023
Q3 | $14K | Sell |
9,747
-8,503
| -47% | -$14.4K | ﹤0.01% | 2929 |
|
|
2023
Q2 | $41K | Sell |
18,250
-10,401
| -36% | -$22.9K | ﹤0.01% | 2121 |
|
|
2023
Q1 | $76K | Buy |
28,651
+24,316
| +561% | +$98.1K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $23K | Sell |
4,335
-8,523
| -66% | -$52.4K | ﹤0.01% | 2270 |
|
|
2022
Q3 | $94K | Buy |
12,858
+2,358
| +22% | +$24K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $115K | Sell |
10,500
-1,052
| -9% | -$11.8K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $130K | Sell |
11,552
-9,029
| -44% | -$103K | ﹤0.01% | 1228 |
|
|
2021
Q4 | $258K | Buy |
+20,581
| New | +$262K | ﹤0.01% | 926 |
|
|
2021
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q1 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q4 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q3 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q1 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q4 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q3 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q1 | $55K | Sell |
4,031
-1,745
| -30% | -$24.2K | ﹤0.01% | 1363 |
|
|
2018
Q4 | $88K | Sell |
5,776
-145,229
| -96% | -$2.77M | ﹤0.01% | 757 |
|
|
2018
Q3 | $3.2M | Buy |
151,005
+57,066
| +61% | +$1.19M | 0.08% | 219 |
|
|
2018
Q2 | $1.75M | Sell |
93,939
-2,329
| -2% | -$42.3K | 0.06% | 226 |
|
|
2018
Q1 | $1.58M | Buy |
96,268
+15,033
| +19% | +$261K | 0.06% | 194 |
|
|
2017
Q4 | $1.35M | Buy |
81,235
+2,190
| +3% | +$37.1K | 0.06% | 209 |
|
|
2017
Q3 | $1.49M | Buy |
+79,045
| New | +$1.66M | 0.07% | 175 |
|
|
2017
Q2 | – | Sell |
-125
| Closed | -$3K | – | 1258 |
|
|
2017
Q1 | $3K | Buy |
125
+67
| +116% | +$1.64K | ﹤0.01% | 944 |
|
|
2016
Q4 | $1K | Sell |
58
-199
| -77% | -$5.05K | ﹤0.01% | 1057 |
|
|
2016
Q3 | $7K | Buy |
257
+51
| +25% | +$1.49K | ﹤0.01% | 778 |
|
|
2016
Q2 | $6K | Buy |
206
+1
| +0.5% | +$29 | ﹤0.01% | 610 |
|
|
2016
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 566 |
|
|
2015
Q4 | $5K | Sell |
205
-1
| -0.5% | -$27 | ﹤0.01% | 520 |
|
|
2015
Q3 | $5K | Buy |
+206
| New | +$5.7K | ﹤0.01% | 501 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$5K | – | 343 |
|
|
2013
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 518 |
|
|
2013
Q3 | $5K | Buy |
+150
| New | +$5.11K | ﹤0.01% | 378 |
|
Other funds holding LUMN
Carson Wealth (CWM LLC)'s LUMN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Lumen (LUMN) stake by 6.9% in Q1 2026, buying an estimated $6.37K and bringing the position to 13,023 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.
Carson Wealth (CWM LLC) first reported a position in LUMN in Q3 2013 and has held it in 43 quarters since. The position peaked at $3.2M in Q3 2018. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,023 shares of Lumen worth $90.5K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 841 Lumen shares in Q1 2026, an estimated $6.37K.
- Lumen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3355 holding.
- Carson Wealth (CWM LLC) first reported a position in Lumen in Q3 2013 and has held it in 43 quarters since.
- Carson Wealth (CWM LLC)'s Lumen position peaked at $3.2M in Q3 2018.
- 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.