Cetera Investment Advisers
LUMN icon

Cetera Investment Advisers’s Lumen 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
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 (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. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cetera Investment Advisers held 138,687 shares of Lumen worth $1.07M as of Q2 2026.
  • Cetera Investment Advisers bought 9,778 Lumen shares in Q2 2026, an estimated $85.7K.
  • Lumen 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 in Q4 2015 and has held it in 26 quarters since.
  • Cetera Investment Advisers's Lumen position peaked at $1.5M in Q2 2022.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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