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Harbor Investment Advisory’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Harbor Investment Advisory’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 		$9.8K Hold
1,750
– – ﹤0.01% 1106
2026
Q2 		$13.4K Sell
1,750
-67
-4% -$587 ﹤0.01% 1013
2026
Q1 		$12.6K Hold
1,817
– – ﹤0.01% 872
2025
Q4 		$14.1K Hold
1,817
– – ﹤0.01% 879
2025
Q3 		$11.1K Hold
1,817
– – ﹤0.01% 890
2025
Q2 		$7.96K Hold
1,817
– – ﹤0.01% 927
2025
Q1 		$7.12K Buy
1,817
+67
+4% +$334 ﹤0.01% 931
2024
Q4 		$9.29K Hold
1,750
– – ﹤0.01% 886
2024
Q3 		$12.4K Hold
1,750
– – ﹤0.01% 830
2024
Q2 		$1.93K Hold
1,750
– – ﹤0.01% 1079
2024
Q1 		$2.73K Hold
1,750
– – ﹤0.01% 1052
2023
Q4 		$3.2K Hold
1,750
– – ﹤0.01% 996
2023
Q3 		$2.48K Hold
1,750
– – ﹤0.01% 1016
2023
Q2 		$3.96K Hold
1,750
– – ﹤0.01% 1153
2023
Q1 		$4.64K Hold
1,750
– – ﹤0.01% 1141
2022
Q4 		$9.13K Hold
1,750
– – ﹤0.01% 1025
2022
Q3 		$13K Hold
1,750
– – ﹤0.01% 996
2022
Q2 		$19K Buy
1,750
+1,000
+133% +$11.2K ﹤0.01% 912
2022
Q1 		$8K Sell
750
-966
-56% -$11.1K ﹤0.01% 1095
2021
Q4 		$22K Buy
1,716
+966
+129% +$12.3K ﹤0.01% 913
2021
Q3 		$9K Hold
750
– – ﹤0.01% 1068
2021
Q2 		$10K Hold
750
– – ﹤0.01% 1017
2021
Q1 		$10K Hold
750
– – ﹤0.01% 986
2020
Q4 		$7K Hold
750
– – ﹤0.01% 980
2020
Q3 		$8K Hold
750
– – ﹤0.01% 886
2020
Q2 		$8K Hold
750
– – ﹤0.01% 814
2020
Q1 		$7K Hold
750
– – ﹤0.01% 814
2019
Q4 		$10K Buy
+750
New +$10.1K ﹤0.01% 635

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Harbor Investment Advisory's LUMN Position: Q3 2026 in Review

Harbor Investment Advisory held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q3 2026 at 1,750 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Harbor Investment Advisory first reported a position in LUMN in Q4 2019 and has held it in 28 quarters since. The position peaked at $22K in Q4 2021. 62 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Harbor Investment Advisory held 1,750 shares of Lumen Technologies, Inc. Common Stock worth $9.8K as of Q3 2026.
  • Harbor Investment Advisory left its Lumen Technologies, Inc. Common Stock share count unchanged in Q3 2026.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1106 holding.
  • Harbor Investment Advisory first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Lumen Technologies, Inc. Common Stock position peaked at $22K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.