HighTower Advisors
LUMN icon

HighTower Advisors’s Lumen LUMN Stock Holding History

HighTower Advisors’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
2025
Q2 		– Sell
-3,600
Closed -$1.01K – 3889
2025
Q1 		$1.01K Sell
3,600
-4,100
-53% -$20.4K ﹤0.01% 3653
2024
Q4 		$5.75K Buy
7,700
+4,900
+175% +$33.8K ﹤0.01% 3622
2024
Q3 		$4.7K Buy
+2,800
New +$12K ﹤0.01% 3592

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HighTower Advisors's LUMN Position: Q1 2026 in Review

HighTower Advisors increased its Lumen (LUMN) stake by 5% in Q1 2026, buying an estimated $66.4K and bringing the position to 183,851 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

HighTower Advisors first reported a position in LUMN in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.35M in Q4 2021. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • HighTower Advisors held 183,851 shares of Lumen worth $1.28M as of Q1 2026.
  • HighTower Advisors bought 8,774 Lumen shares in Q1 2026, an estimated $66.4K.
  • Lumen made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2019 holding.
  • HighTower Advisors first reported a position in Lumen in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's Lumen position peaked at $6.35M in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.