Creative Planning’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.93M | Sell |
421,622
-63,552
| -13% | -$481K | ﹤0.01% | 1593 |
|
|
2025
Q4 | $3.77M | Buy |
485,174
+142,771
| +42% | +$1.18M | ﹤0.01% | 1209 |
|
|
2025
Q3 | $2.1M | Buy |
342,403
+95,531
| +39% | +$458K | ﹤0.01% | 1507 |
|
|
2025
Q2 | $1.08M | Buy |
246,872
+28,735
| +13% | +$111K | ﹤0.01% | 1790 |
|
|
2025
Q1 | $855K | Sell |
218,137
-10,656
| -5% | -$53.1K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $1.21M | Sell |
228,793
-94,835
| -29% | -$654K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $2.3M | Buy |
323,628
+24,565
| +8% | +$105K | ﹤0.01% | 989 |
|
|
2024
Q2 | $329K | Sell |
299,063
-69,268
| -19% | -$87.8K | ﹤0.01% | 2275 |
|
|
2024
Q1 | $575K | Buy |
368,331
+56,184
| +18% | +$87.8K | ﹤0.01% | 1753 |
|
|
2023
Q4 | $571K | Sell |
312,147
-25,402
| -8% | -$36K | ﹤0.01% | 1616 |
|
|
2023
Q3 | $479K | Buy |
337,549
+37,390
| +12% | +$63.3K | ﹤0.01% | 1590 |
|
|
2023
Q2 | $678K | Buy |
300,159
+122,795
| +69% | +$270K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $470K | Buy |
177,364
+8,467
| +5% | +$34.2K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $882K | Buy |
168,897
+37,858
| +29% | +$233K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $954K | Sell |
131,039
-2,235
| -2% | -$22.7K | ﹤0.01% | 989 |
|
|
2022
Q2 | $1.45M | Buy |
133,274
+36,113
| +37% | +$405K | ﹤0.01% | 816 |
|
|
2022
Q1 | $1.09M | Buy |
97,161
+911
| +0.9% | +$10.4K | ﹤0.01% | 945 |
|
|
2021
Q4 | $1.21M | Sell |
96,250
-4,979
| -5% | -$63.4K | ﹤0.01% | 870 |
|
|
2021
Q3 | $1.25M | Sell |
101,229
-4,641
| -4% | -$58.2K | ﹤0.01% | 850 |
|
|
2021
Q2 | $1.44M | Sell |
105,870
-27,254
| -20% | -$376K | ﹤0.01% | 792 |
|
|
2021
Q1 | $1.78M | Sell |
133,124
-13,680
| -9% | -$170K | ﹤0.01% | 778 |
|
|
2020
Q4 | $1.43M | Sell |
146,804
-31,734
| -18% | -$313K | ﹤0.01% | 800 |
|
|
2020
Q3 | $1.8M | Buy |
178,538
+62,685
| +54% | +$651K | ﹤0.01% | 599 |
|
|
2020
Q2 | $1.16M | Buy |
115,853
+1,029
| +0.9% | +$10.3K | ﹤0.01% | 689 |
|
|
2020
Q1 | $1.09M | Sell |
114,824
-4,549
| -4% | -$56.9K | ﹤0.01% | 610 |
|
|
2019
Q4 | $1.58M | Buy |
119,373
+1,977
| +2% | +$26.5K | ﹤0.01% | 600 |
|
|
2019
Q3 | $1.47M | Buy |
117,396
+10,775
| +10% | +$128K | ﹤0.01% | 596 |
|
|
2019
Q2 | $1.25M | Sell |
106,621
-15,624
| -13% | -$176K | ﹤0.01% | 674 |
|
|
2019
Q1 | $1.47M | Buy |
122,245
+6,073
| +5% | +$84.4K | 0.01% | 579 |
|
|
2018
Q4 | $1.76M | Sell |
116,172
-8,715
| -7% | -$166K | 0.01% | 451 |
|
|
2018
Q3 | $2.65M | Sell |
124,887
-484
| -0.4% | -$10.1K | 0.01% | 407 |
|
|
2018
Q2 | $2.34M | Sell |
125,371
-266
| -0.2% | -$4.83K | 0.01% | 430 |
|
|
2018
Q1 | $2.06M | Buy |
125,637
+25,613
| +26% | +$444K | 0.01% | 456 |
|
|
2017
Q4 | $1.67M | Buy |
100,024
+58,733
| +142% | +$996K | 0.01% | 516 |
|
|
2017
Q3 | $780K | Buy |
41,291
+1,412
| +4% | +$29.7K | ﹤0.01% | 826 |
|
|
2017
Q2 | $952K | Buy |
39,879
+5,346
| +15% | +$134K | ﹤0.01% | 715 |
|
|
2017
Q1 | $814K | Sell |
34,533
-5,562
| -14% | -$136K | ﹤0.01% | 754 |
|
|
2016
Q4 | $953K | Buy |
40,095
+5,279
| +15% | +$134K | 0.01% | 644 |
|
|
2016
Q3 | $955K | Buy |
34,816
+409
| +1% | +$11.9K | 0.01% | 612 |
|
|
2016
Q2 | $998K | Buy |
34,407
+3,700
| +12% | +$108K | 0.01% | 525 |
|
|
2016
Q1 | $981K | Sell |
30,707
-8,089
| -21% | -$227K | 0.01% | 515 |
|
|
2015
Q4 | $976K | Buy |
38,796
+1,679
| +5% | +$45K | 0.01% | 514 |
|
|
2015
Q3 | $932K | Sell |
37,117
-13,491
| -27% | -$373K | 0.01% | 500 |
|
|
2015
Q2 | $1.49M | Buy |
50,608
+7,162
| +16% | +$244K | 0.01% | 366 |
|
|
2015
Q1 | $1.5M | Buy |
43,446
+1,094
| +3% | +$40.9K | 0.01% | 349 |
|
|
2014
Q4 | $1.68M | Buy |
42,352
+5,240
| +14% | +$210K | 0.02% | 313 |
|
|
2014
Q3 | $1.52M | Buy |
37,112
+12,475
| +51% | +$490K | 0.02% | 298 |
|
|
2014
Q2 | $892K | Sell |
24,637
-5,495
| -18% | -$197K | 0.01% | 427 |
|
|
2014
Q1 | $990K | Buy |
30,132
+8,074
| +37% | +$247K | 0.01% | 373 |
|
|
2013
Q4 | $703K | Sell |
22,058
-6,814
| -24% | -$218K | 0.01% | 413 |
|
|
2013
Q3 | $906K | Buy |
28,872
+65
| +0.2% | +$2.21K | 0.02% | 290 |
|
|
2013
Q2 | $1.02M | Buy |
+28,807
| New | +$1.05M | 0.02% | 227 |
|
Other funds holding LUMN
VPM
VCM
Creative Planning's LUMN Position: Q1 2026 in Review
Creative Planning reduced its Lumen (LUMN) stake by 13% in Q1 2026, selling an estimated $481K and leaving 421,622 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.
Creative Planning first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.77M in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.
- Creative Planning held 421,622 shares of Lumen worth $2.93M as of Q1 2026.
- Creative Planning sold 63,552 Lumen shares in Q1 2026, an estimated $481K.
- Lumen made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1593 holding.
- Creative Planning first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Lumen position peaked at $3.77M in Q4 2025.
- 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.