Global Retirement Partners’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$46.8K Buy
6,024
+430
+8% +$3.54K ﹤0.01% 2394
2025
Q3
$34.2K Sell
5,594
-117
-2% -$562 ﹤0.01% 2104
2025
Q2
$25K Buy
+5,711
New +$22.1K ﹤0.01% 2166
2024
Q4
$34.6K Hold
6,519
﹤0.01% 1799
2024
Q3
$46.3K Buy
6,519
+525
+9% +$2.24K ﹤0.01% 1600
2024
Q2
$6.59K Sell
5,994
-31
-0.5% -$39 ﹤0.01% 2480
2024
Q1
$9.4K Sell
6,025
-154
-2% -$241 ﹤0.01% 2154
2023
Q4
$9.58K Sell
6,179
-350
-5% -$496 ﹤0.01% 2086
2023
Q3
$8.75K Sell
6,529
-539
-8% -$912 ﹤0.01% 2003
2023
Q2
$16K Sell
7,068
-30
-0.4% -$66 ﹤0.01% 1766
2023
Q1
$16.3K Sell
7,098
-3,687
-34% -$14.9K ﹤0.01% 1727
2022
Q4
$56.3K Buy
10,785
+6,055
+128% +$37.2K ﹤0.01% 1033
2022
Q3
$35K Buy
4,730
+1,451
+44% +$14.8K ﹤0.01% 1155
2022
Q2
$36K Buy
3,279
+65
+2% +$729 ﹤0.01% 1124
2022
Q1
$38K Buy
+3,214
New +$36.8K ﹤0.01% 1108
2021
Q4
Sell
-3,519
Closed -$44K 1141
2021
Q3
$44K Buy
3,519
+74
+2% +$928 ﹤0.01% 896
2021
Q2
$47K Buy
3,445
+27
+0.8% +$373 ﹤0.01% 879
2021
Q1
$46K Buy
3,418
+17
+0.5% +$211 0.01% 826
2020
Q4
$33K Buy
3,401
+24
+0.7% +$237 ﹤0.01% 863
2020
Q3
$34K Buy
3,377
+2,003
+146% +$20.8K 0.01% 742
2020
Q2
$14K Sell
1,374
-53
-4% -$530 ﹤0.01% 1017
2020
Q1
$13K Buy
1,427
+91
+7% +$1.14K ﹤0.01% 950
2019
Q4
$18K Buy
1,336
+11
+0.8% +$148 ﹤0.01% 973
2019
Q3
$17K Sell
1,325
-28
-2% -$333 ﹤0.01% 962
2019
Q2
$16K Buy
1,353
+1,319
+3,879% +$14.8K ﹤0.01% 985
2019
Q1
$0 Hold
34
﹤0.01% 1548
2018
Q4
$1K Buy
34
+1
+3% +$19 ﹤0.01% 1402
2018
Q3
$1K Hold
33
﹤0.01% 1479
2018
Q2
$1K Hold
33
﹤0.01% 1470
2018
Q1
$1K Sell
33
-310
-90% -$5.38K ﹤0.01% 1421
2017
Q4
$6K Buy
343
+310
+939% +$5.26K ﹤0.01% 1070
2017
Q3
$1K Hold
33
﹤0.01% 1179
2017
Q2
$1K Hold
33
﹤0.01% 1106
2017
Q1
$1K Hold
33
﹤0.01% 1064
2016
Q4
$1K Buy
+33
New +$838 ﹤0.01% 1011

Other funds holding LUMN

Global Retirement Partners's LUMN Position: Q4 2025 in Review

Global Retirement Partners increased its Lumen (LUMN) stake by 7.7% in Q4 2025, buying an estimated $3.54K and bringing the position to 6,024 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Global Retirement Partners first reported a position in LUMN in Q4 2016 and has held it in 35 quarters since. The position peaked at $56.3K in Q4 2022. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Global Retirement Partners held 6,024 shares of Lumen worth $46.8K as of Q4 2025.
  • Global Retirement Partners bought 430 Lumen shares in Q4 2025, an estimated $3.54K.
  • Lumen made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2394 holding.
  • Global Retirement Partners first reported a position in Lumen in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's Lumen position peaked at $56.3K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.