CI Investments Inc
LUMN icon

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

CI Investments Inc’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
2025
Q4 		– Sell
-2,049
Closed -$13K – 1005
2025
Q3 		$13K Buy
2,049
+451
+28% +$2.17K ﹤0.01% 1203
2025
Q2 		$7K Sell
1,598
-2,085
-57% -$8.08K ﹤0.01% 1251
2025
Q1 		$14K Buy
3,683
+754
+26% +$3.76K ﹤0.01% 1216
2024
Q4 		$16K Sell
2,929
-3,740
-56% -$25.8K ﹤0.01% 1211
2024
Q3 		$47K Sell
6,669
-11,071
-62% -$47.3K ﹤0.01% 1012
2024
Q2 		$20K Buy
17,740
+7,941
+81% +$10.1K ﹤0.01% 1069
2024
Q1 		$15K Sell
9,799
-511
-5% -$798 ﹤0.01% 1148
2023
Q4 		$19K Buy
10,310
+545
+6% +$772 ﹤0.01% 1078
2023
Q3 		$14K Buy
9,765
+2,077
+27% +$3.52K ﹤0.01% 1132
2023
Q2 		$17K Buy
7,688
+3,511
+84% +$7.73K ﹤0.01% 1100
2023
Q1 		$11K Sell
4,177
-40,590
-91% -$164K ﹤0.01% 1096
2022
Q4 		$234K Buy
44,767
+20,084
+81% +$123K ﹤0.01% 581
2022
Q3 		$180K Sell
24,683
-608
-2% -$6.19K ﹤0.01% 617
2022
Q2 		$276K Buy
25,291
+25,230
+41,361% +$283K ﹤0.01% 545
2022
Q1 		$1K Sell
61
-34,149
-100% -$391K ﹤0.01% 1264
2021
Q4 		$429K Sell
34,210
-3,520
-9% -$44.8K ﹤0.01% 626
2021
Q3 		$467K Sell
37,730
-2,872
-7% -$36K ﹤0.01% 615
2021
Q2 		$552K Buy
40,602
+1,716
+4% +$23.7K ﹤0.01% 611
2021
Q1 		$519K Buy
38,886
+249
+0.6% +$3.09K ﹤0.01% 544
2020
Q4 		$377K Buy
38,637
+13,117
+51% +$129K ﹤0.01% 587
2020
Q3 		$257K Sell
25,520
-2,856
-10% -$29.7K ﹤0.01% 540
2020
Q2 		$285K Sell
28,376
-3,029
-10% -$30.3K ﹤0.01% 482
2020
Q1 		$297K Sell
31,405
-308
-1% -$3.85K ﹤0.01% 455
2019
Q4 		$419K Sell
31,713
-12,452
-28% -$167K ﹤0.01% 502
2019
Q3 		$551K Buy
+44,165
New +$525K ﹤0.01% 447

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CI Investments Inc's LUMN Position: Q4 2025 in Review

CI Investments Inc sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025, closing a stake of 2,049 shares — an estimated $13K sold.

CI Investments Inc first reported a position in LUMN in Q3 2019 and held it in 25 quarters. The position peaked at $552K in Q2 2021. 598 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • CI Investments Inc reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 2,049 Lumen Technologies, Inc. Common Stock shares in Q4 2025, an estimated $13K.
  • CI Investments Inc first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2019 and held it in 25 quarters.
  • CI Investments Inc's Lumen Technologies, Inc. Common Stock position peaked at $552K in Q2 2021.
  • 598 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.