Congress Asset Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Congress Asset 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	$6.67M	Buy	1,191,427 +209,416	+21%	+$1.34M	0.04%	253
2026 Q2	$7.54M	Buy	982,011 +557,398	+131%	+$4.89M	0.05%	236
2026 Q1	$2.95M	Buy	424,613 +60,487	+17%	+$458K	0.02%	279
2025 Q4	$2.83M	Sell	364,126 -53,021	-13%	-$436K	0.02%	263
2025 Q3	$2.55M	Buy	417,147 +1,780	+0.4%	+$8.54K	0.02%	266
2025 Q2	$1.82M	Sell	415,367 -2,115	-0.5%	-$8.2K	0.01%	291
2025 Q1	$1.64M	Sell	417,482 -4,238	-1%	-$21.1K	0.01%	285
2024 Q4	$2.24M	Buy	421,720 +56,589	+15%	+$390K	0.02%	275
2024 Q3	$2.59M	Buy	+365,131	New	+$1.56M	0.02%	261

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's LUMN Position: Q3 2026 in Review

Congress Asset Management increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 21% in Q3 2026, buying an estimated $1.34M and bringing the position to 1,191,427 shares worth $6.67M. The position accounts for 0.04% of the portfolio, ranked #253.

Congress Asset Management first reported a position in LUMN in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.54M in Q2 2026. 17 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

Congress Asset Management held 1,191,427 shares of Lumen Technologies, Inc. Common Stock worth $6.67M as of Q3 2026.
Congress Asset Management bought 209,416 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $1.34M.
Lumen Technologies, Inc. Common Stock made up 0.04% of Congress Asset Management's portfolio in Q3 2026, its #253 holding.
Congress Asset Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2024 and has held it in 9 quarters since.
Congress Asset Management's Lumen Technologies, Inc. Common Stock position peaked at $7.54M in Q2 2026.
17 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.