CIBC Private Wealth Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $22.4K | Buy |
2,885
+372
| +15% | +$3.06K | ﹤0.01% | 2127 |
|
|
2025
Q3 | $15.4K | Buy |
2,513
+17
| +0.7% | +$82 | ﹤0.01% | 2242 |
|
|
2025
Q2 | $10.9K | Sell |
2,496
-68
| -3% | -$264 | ﹤0.01% | 2216 |
|
|
2025
Q1 | $8.31K | Sell |
2,564
-6,552
| -72% | -$32.6K | ﹤0.01% | 2297 |
|
|
2024
Q4 | $50.3K | Buy |
9,116
+627
| +7% | +$4.33K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $60.3K | Buy |
8,489
+6,353
| +297% | +$27.1K | ﹤0.01% | 1697 |
|
|
2024
Q2 | $2.26K | Buy |
2,136
+69
| +3% | +$87 | ﹤0.01% | 2737 |
|
|
2024
Q1 | $3.02K | Buy |
+2,067
| New | +$3.23K | ﹤0.01% | 2649 |
|
|
2023
Q2 | – | Sell |
-20,967
| Closed | -$55.6K | – | 899 |
|
|
2023
Q1 | $55.6K | Buy |
+20,967
| New | +$84.6K | ﹤0.01% | 864 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | – | – | 1254 |
|
|
2022
Q1 | $0 | Buy |
+33
| New | +$378 | ﹤0.01% | 1291 |
|
|
2020
Q4 | – | Sell |
-14,058
| Closed | -$142K | – | 994 |
|
|
2020
Q3 | $142K | Buy |
+14,058
| New | +$146K | ﹤0.01% | 851 |
|
|
2020
Q2 | – | Sell |
-14,821
| Closed | -$140K | – | 717 |
|
|
2020
Q1 | $140K | Sell |
14,821
-15,784
| -52% | -$197K | ﹤0.01% | 811 |
|
|
2019
Q4 | $404K | Buy |
30,605
+10,853
| +55% | +$146K | ﹤0.01% | 739 |
|
|
2019
Q3 | $247K | Sell |
19,752
-1,576
| -7% | -$18.7K | ﹤0.01% | 822 |
|
|
2019
Q2 | $251K | Buy |
21,328
+1,449
| +7% | +$16.3K | ﹤0.01% | 851 |
|
|
2019
Q1 | $238K | Buy |
19,879
+9,757
| +96% | +$136K | ﹤0.01% | 865 |
|
|
2018
Q4 | $153K | Buy |
10,122
+216
| +2% | +$4.12K | ﹤0.01% | 842 |
|
|
2018
Q3 | $210K | Sell |
9,906
-9,568
| -49% | -$200K | ﹤0.01% | 916 |
|
|
2018
Q2 | $363K | Sell |
19,474
-16,524
| -46% | -$300K | ﹤0.01% | 831 |
|
|
2018
Q1 | $592K | Buy |
35,998
+2,034
| +6% | +$35.3K | ﹤0.01% | 748 |
|
|
2017
Q4 | $565K | Buy |
33,964
+3,802
| +13% | +$64.5K | ﹤0.01% | 756 |
|
|
2017
Q3 | $570K | Buy |
30,162
+13,758
| +84% | +$290K | ﹤0.01% | 752 |
|
|
2017
Q2 | $391K | Sell |
16,404
-2,034
| -11% | -$51.1K | ﹤0.01% | 558 |
|
|
2017
Q1 | $435K | Sell |
18,438
-6,982
| -27% | -$170K | ﹤0.01% | 528 |
|
|
2016
Q4 | $605K | Buy |
25,420
+3,319
| +15% | +$84.3K | ﹤0.01% | 501 |
|
|
2016
Q3 | $606K | Buy |
22,101
+1,344
| +6% | +$39.2K | ﹤0.01% | 506 |
|
|
2016
Q2 | $603K | Sell |
20,757
-1,602
| -7% | -$46.7K | ﹤0.01% | 511 |
|
|
2016
Q1 | $715K | Sell |
22,359
-4,165
| -16% | -$117K | 0.01% | 486 |
|
|
2015
Q4 | $668K | Sell |
26,524
-19,219
| -42% | -$515K | 0.01% | 489 |
|
|
2015
Q3 | $1.15M | Buy |
45,743
+13,333
| +41% | +$369K | 0.01% | 427 |
|
|
2015
Q2 | $952K | Sell |
32,410
-17,371
| -35% | -$592K | 0.01% | 468 |
|
|
2015
Q1 | $1.72M | Buy |
49,781
+23,040
| +86% | +$860K | 0.01% | 395 |
|
|
2014
Q4 | $1.06M | Sell |
26,741
-150
| -0.6% | -$6K | 0.01% | 462 |
|
|
2014
Q3 | $1.1M | Buy |
26,891
+1,808
| +7% | +$71K | 0.01% | 433 |
|
|
2014
Q2 | $909K | Sell |
25,083
-3,389
| -12% | -$122K | 0.01% | 458 |
|
|
2014
Q1 | $944K | Buy |
+28,472
| New | +$871K | 0.01% | 447 |
|
Other funds holding LUMN
CIBC Private Wealth Group's LUMN Position: Q4 2025 in Review
CIBC Private Wealth Group increased its Lumen (LUMN) stake by 15% in Q4 2025, buying an estimated $3.06K and bringing the position to 2,885 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.
CIBC Private Wealth Group first reported a position in LUMN in Q1 2014 and has held it in 36 quarters since. The position peaked at $1.72M in Q1 2015. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.
- CIBC Private Wealth Group held 2,885 shares of Lumen worth $22.4K as of Q4 2025.
- CIBC Private Wealth Group bought 372 Lumen shares in Q4 2025, an estimated $3.06K.
- Lumen made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2127 holding.
- CIBC Private Wealth Group first reported a position in Lumen in Q1 2014 and has held it in 36 quarters since.
- CIBC Private Wealth Group's Lumen position peaked at $1.72M in Q1 2015.
- 592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.