Cornerstone Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-12,091
| Closed | -$84K | – | 767 |
|
|
2026
Q1 | $84K | Sell |
12,091
-400
| -3% | -$3.03K | ﹤0.01% | 697 |
|
|
2025
Q4 | $97.1K | Sell |
12,491
-6,150
| -33% | -$50.6K | 0.01% | 678 |
|
|
2025
Q3 | $114K | Buy |
18,641
+360
| +2% | +$1.73K | 0.01% | 665 |
|
|
2025
Q2 | $80.1K | Buy |
18,281
+944
| +5% | +$3.66K | ﹤0.01% | 638 |
|
|
2025
Q1 | $68K | Sell |
17,337
-4,598
| -21% | -$22.9K | ﹤0.01% | 595 |
|
|
2024
Q4 | $116K | Sell |
21,935
-1
| -0% | -$7 | 0.01% | 574 |
|
|
2024
Q3 | $156K | Buy |
21,936
+4,500
| +26% | +$19.2K | 0.01% | 551 |
|
|
2024
Q2 | $19.2K | Sell |
17,436
-1,106
| -6% | -$1.4K | ﹤0.01% | 549 |
|
|
2024
Q1 | $28.9K | Sell |
18,542
-540
| -3% | -$844 | ﹤0.01% | 531 |
|
|
2023
Q4 | $34.9K | Sell |
19,082
-5,543
| -23% | -$7.86K | ﹤0.01% | 518 |
|
|
2023
Q3 | $35K | Buy |
24,625
+2,943
| +14% | +$4.98K | ﹤0.01% | 521 |
|
|
2023
Q2 | $49K | Sell |
21,682
-12,009
| -36% | -$26.4K | ﹤0.01% | 496 |
|
|
2023
Q1 | $89.3K | Buy |
+33,691
| New | +$136K | 0.01% | 462 |
|
|
2022
Q3 | $413K | Buy |
56,763
+3,071
| +6% | +$31.2K | 0.05% | 294 |
|
|
2022
Q2 | $586K | Buy |
53,692
+1,644
| +3% | +$18.4K | 0.07% | 232 |
|
|
2022
Q1 | $587K | Buy |
52,048
+17,523
| +51% | +$201K | 0.06% | 252 |
|
|
2021
Q4 | $432K | Buy |
34,525
+6,855
| +25% | +$87.3K | 0.04% | 311 |
|
|
2021
Q3 | $343K | Sell |
27,670
-374
| -1% | -$4.69K | 0.04% | 334 |
|
|
2021
Q2 | $381K | Buy |
28,044
+1,495
| +6% | +$20.6K | 0.04% | 331 |
|
|
2021
Q1 | $354K | Buy |
26,549
+2,566
| +11% | +$31.9K | 0.04% | 325 |
|
|
2020
Q4 | $234K | Sell |
23,983
-24
| -0.1% | -$237 | 0.03% | 371 |
|
|
2020
Q3 | $242K | Sell |
24,007
-257
| -1% | -$2.67K | 0.04% | 342 |
|
|
2020
Q2 | $243K | Buy |
24,264
+1,413
| +6% | +$14.1K | 0.04% | 313 |
|
|
2020
Q1 | $216K | Buy |
22,851
+986
| +5% | +$12.3K | 0.04% | 315 |
|
|
2019
Q4 | $289K | Sell |
21,865
-1,674
| -7% | -$22.4K | 0.05% | 273 |
|
|
2019
Q3 | $294K | Sell |
23,539
-338
| -1% | -$4.01K | 0.05% | 267 |
|
|
2019
Q2 | $282K | Buy |
23,877
+3,572
| +18% | +$40.2K | 0.05% | 289 |
|
|
2019
Q1 | $1.11M | Sell |
20,305
-1,466
| -7% | -$20.4K | 0.14% | 172 |
|
|
2018
Q4 | $330K | Buy |
+21,771
| New | +$416K | 0.07% | 249 |
|
Other funds holding LUMN
Cornerstone Wealth Management's LUMN Position: Q2 2026 in Review
Cornerstone Wealth Management sold out of Lumen (LUMN) in Q2 2026, closing a stake of 12,091 shares — an estimated $84K sold.
Cornerstone Wealth Management first reported a position in LUMN in Q4 2018 and held it in 29 quarters. The position peaked at $1.11M in Q1 2019. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Cornerstone Wealth Management reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
- Cornerstone Wealth Management sold 12,091 Lumen shares in Q2 2026, an estimated $84K.
- Cornerstone Wealth Management first reported a position in Lumen in Q4 2018 and held it in 29 quarters.
- Cornerstone Wealth Management's Lumen position peaked at $1.11M in Q1 2019.
- 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.