Financial Consulate
LUMN icon

Financial Consulate’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Financial Consulate’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 		$605 Buy
108
+61
+130% +$389 ﹤0.01% 1412
2026
Q2 		$361 Hold
47
– – ﹤0.01% 1379
2026
Q1 		$327 Hold
47
– – ﹤0.01% 1329
2025
Q4 		$366 Buy
+47
New +$387 ﹤0.01% 1251

Other funds holding LUMN

CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return
Credit Capital Investments
Credit Capital Investments Livingston, New Jersey $170M AUM 187.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Financial Consulate's LUMN Position: Q3 2026 in Review

Financial Consulate increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 130% in Q3 2026, buying an estimated $389 and bringing the position to 108 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Financial Consulate first reported a position in LUMN in Q4 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Financial Consulate held 108 shares of Lumen Technologies, Inc. Common Stock worth $605 as of Q3 2026.
  • Financial Consulate bought 61 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $389.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1412 holding.
  • Financial Consulate first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.