Cetera Investment Advisers’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Cetera Investment Advisers’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 Q2	$1.07M	Buy	138,687 +9,778	+8%	+$85.7K	﹤0.01%	3008
2026 Q1	$896K	Sell	128,909 -3,037	-2%	-$23K	﹤0.01%	2999
2025 Q4	$1.03M	Buy	131,946 +1,519	+1%	+$12.5K	﹤0.01%	2798
2025 Q3	$798K	Buy	130,427 +10,754	+9%	+$51.6K	﹤0.01%	2980
2025 Q2	$524K	Buy	119,673 +16,332	+16%	+$63.3K	﹤0.01%	2936
2025 Q1	$405K	Buy	103,341 +15,793	+18%	+$78.7K	﹤0.01%	3017
2024 Q4	$465K	Sell	87,548 -44,126	-34%	-$304K	﹤0.01%	2734
2024 Q3	$935K	Sell	131,674 -47,700	-27%	-$204K	﹤0.01%	2165
2024 Q2	$197K	Buy	179,374 +34,138	+24%	+$43.3K	﹤0.01%	3365
2024 Q1	$227K	Buy	145,236 +128,409	+763%	+$201K	﹤0.01%	3278
2023 Q4	$30.8K	Sell	16,827 -54,936	-77%	-$77.9K	﹤0.01%	2183
2023 Q3	$102K	Sell	71,763 -6,997	-9%	-$11.8K	﹤0.01%	2091
2023 Q2	$178K	Buy	78,760 +10,070	+15%	+$22.2K	﹤0.01%	2010
2023 Q1	$182K	Sell	68,690 -174,420	-72%	-$704K	﹤0.01%	1977
2022 Q4	$1.27M	Buy	243,110 +87,813	+57%	+$540K	0.01%	891
2022 Q3	$1.13M	Buy	155,297 +17,925	+13%	+$182K	0.02%	665
2022 Q2	$1.5M	Buy	137,372 +31,498	+30%	+$353K	0.02%	625
2022 Q1	$1.19M	Buy	105,874 +7,161	+7%	+$82K	0.02%	759
2021 Q4	$1.24M	Buy	98,713 +6,573	+7%	+$83.7K	0.02%	726
2021 Q3	$1.14M	Sell	92,140 -7,723	-8%	-$96.8K	0.02%	727
2021 Q2	$1.36M	Buy	99,863 +21,066	+27%	+$291K	0.02%	657
2021 Q1	$1.05M	Sell	78,797 -9,747	-11%	-$121K	0.02%	657
2020 Q4	$863K	Buy	+88,544	New	+$874K	0.02%	724
2016 Q3	–	Sell	-11,466	Closed	-$333K	–	307
2016 Q2	$333K	Buy	11,466 +584	+5%	+$17K	0.13%	197
2016 Q1	$348K	Sell	10,882 -1,970	-15%	-$55.2K	0.15%	171
2015 Q4	$323K	Buy	+12,852	New	+$345K	0.15%	177

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Investment Advisers's LUMN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 7.6% in Q2 2026, buying an estimated $85.7K and bringing the position to 138,687 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Cetera Investment Advisers first reported a position in LUMN in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.5M in Q2 2022. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Cetera Investment Advisers held 138,687 shares of Lumen Technologies, Inc. Common Stock worth $1.07M as of Q2 2026.
Cetera Investment Advisers bought 9,778 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $85.7K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3008 holding.
Cetera Investment Advisers first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2015 and has held it in 26 quarters since.
Cetera Investment Advisers's Lumen Technologies, Inc. Common Stock position peaked at $1.5M in Q2 2022.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.