Cherry Tree Wealth Management
LUMN icon

Cherry Tree Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Cherry Tree Wealth Management’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 		$376 Hold
67
– – ﹤0.01% 564
2026
Q2 		$515 Hold
67
– – ﹤0.01% 570
2026
Q1 		$466 Hold
67
– – ﹤0.01% 563
2025
Q4 		$521 Hold
67
– – ﹤0.01% 567
2025
Q3 		$411 Hold
67
– – ﹤0.01% 571
2025
Q2 		$294 Hold
67
– – ﹤0.01% 595
2025
Q1 		$263 Buy
67
+33
+97% +$164 ﹤0.01% 746
2024
Q4 		$181 Hold
34
– – ﹤0.01% 641
2024
Q3 		$242 Hold
34
– – ﹤0.01% 605
2024
Q2 		$38 Hold
34
– – ﹤0.01% 595
2024
Q1 		$54 Hold
34
– – ﹤0.01% 593
2023
Q4 		$63 Hold
34
– – ﹤0.01% 590
2023
Q3 		$49 Hold
34
– – ﹤0.01% 584
2023
Q2 		$77 Buy
+34
New +$75 ﹤0.01% 610

Other funds holding LUMN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Cherry Tree Wealth Management's LUMN Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q3 2026 at 67 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Cherry Tree Wealth Management first reported a position in LUMN in Q2 2023 and has held it in 14 quarters since. The position peaked at $521 in Q4 2025. 493 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Cherry Tree Wealth Management held 67 shares of Lumen Technologies, Inc. Common Stock worth $376 as of Q3 2026.
  • Cherry Tree Wealth Management left its Lumen Technologies, Inc. Common Stock share count unchanged in Q3 2026.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #564 holding.
  • Cherry Tree Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $521 in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.