CIBC World Markets
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CIBC World Markets’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

CIBC World Markets’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 		$491K Buy
+63,141
New +$520K ﹤0.01% 837
2025
Q2 		$515K Sell
117,599
-107,005
-48% -$415K ﹤0.01% 860
2025
Q1 		$880K Buy
224,604
+129,872
+137% +$647K 0.01% 736
2024
Q4 		$503K Buy
+94,732
New +$654K ﹤0.01% 736
2023
Q1 		– Sell
-111,900
Closed -$584K – 684
2022
Q4 		$584K Buy
111,900
+97,447
+674% +$599K ﹤0.01% 626
2022
Q3 		$105K Sell
14,453
-50,453
-78% -$513K ﹤0.01% 551
2022
Q2 		$708K Buy
64,906
+8,879
+16% +$99.6K 0.01% 575
2022
Q1 		$631K Sell
56,027
-519,693
-90% -$5.95M ﹤0.01% 577
2021
Q4 		$7.22M Sell
575,720
-41,678
-7% -$531K 0.04% 219
2021
Q3 		$7.65M Sell
617,398
-26,870
-4% -$337K 0.05% 233
2021
Q2 		$8.76M Sell
644,268
-418
-0.1% -$5.77K 0.06% 181
2021
Q1 		$8.61M Sell
644,686
-171,223
-21% -$2.13M 0.05% 207
2020
Q4 		$7.96M Buy
815,909
+83,354
+11% +$823K 0.04% 274
2020
Q3 		$7.39M Sell
732,555
-45,429
-6% -$472K 0.07% 246
2020
Q2 		$7.8M Sell
777,984
-183,680
-19% -$1.84M 0.08% 192
2020
Q1 		$9.1M Sell
961,664
-154,503
-14% -$1.93M 0.12% 155
2019
Q4 		$14.7M Buy
1,116,167
+117,947
+12% +$1.58M 0.1% 214
2019
Q3 		$12.5M Sell
998,220
-63,636
-6% -$756K 0.12% 191
2019
Q2 		$12.5M Buy
1,061,856
+150,808
+17% +$1.7M 0.1% 227
2019
Q1 		$10.9M Buy
911,048
+76,993
+9% +$1.07M 0.09% 209
2018
Q4 		$12.6M Buy
834,055
+708,789
+566% +$13.5M 0.12% 180
2018
Q3 		$2.66M Sell
125,266
-52,327
-29% -$1.09M 0.02% 491
2018
Q2 		$3.31M Buy
177,593
+24,137
+16% +$438K 0.03% 453
2018
Q1 		$2.52M Sell
153,456
-54,386
-26% -$943K 0.03% 448
2017
Q4 		$3.47M Buy
207,842
+125,147
+151% +$2.12M 0.02% 423
2017
Q3 		$1.56M Buy
82,695
+5,148
+7% +$108K 0.02% 505
2017
Q2 		$1.85M Buy
77,547
+17,619
+29% +$443K 0.02% 480
2017
Q1 		$1.41M Buy
59,928
+19,581
+49% +$478K 0.01% 447
2016
Q4 		$959K Buy
+40,347
New +$1.02M 0.01% 414
2016
Q1 		– Sell
-275,443
Closed -$6.93M – 272
2015
Q4 		$6.93M Buy
+275,443
New +$7.39M 0.14% 109

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

CIBC World Markets's LUMN Position: Q4 2025 in Review

CIBC World Markets opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025: 63,141 shares worth $491K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in LUMN as recently as Q2 2025.

CIBC World Markets first reported a position in LUMN in Q4 2015 and has held it in 30 quarters since. The position peaked at $14.7M in Q4 2019. 598 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • CIBC World Markets held 63,141 shares of Lumen Technologies, Inc. Common Stock worth $491K as of Q4 2025.
  • Lumen Technologies, Inc. Common Stock was a new CIBC World Markets position in Q4 2025.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #837 holding.
  • CIBC World Markets first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2015 and has held it in 30 quarters since.
  • CIBC World Markets's Lumen Technologies, Inc. Common Stock position peaked at $14.7M in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.