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

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

CIBC World Markets opened a new position in Lumen (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. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • CIBC World Markets held 63,141 shares of Lumen worth $491K as of Q4 2025.
  • Lumen was a new CIBC World Markets position in Q4 2025.
  • Lumen 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 in Q4 2015 and has held it in 30 quarters since.
  • CIBC World Markets's Lumen position peaked at $14.7M in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

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