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Cornerstone Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Cornerstone Wealth 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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Wealth Management's LUMN Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of Lumen Technologies, Inc. Common Stock (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. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,091 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $84K.
  • Cornerstone Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2018 and held it in 29 quarters.
  • Cornerstone Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $1.11M in Q1 2019.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.