HM Payson & Co’s Lumen LUMN Stock Holding History

HM Payson & Co’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 Q1	–	Sell	-10,000	Closed	-$77.7K	–	1181
2025 Q4	$77.7K	Hold	10,000	–	–	﹤0.01%	610
2025 Q3	$61.2K	Buy	+10,000	New	+$48K	﹤0.01%	643
2025 Q2	–	Sell	-689	Closed	-$2.7K	–	1028
2025 Q1	$2.7K	Hold	689	–	–	﹤0.01%	946
2024 Q4	$3.66K	Hold	689	–	–	﹤0.01%	921
2024 Q3	$4.89K	Buy	+689	New	+$2.94K	﹤0.01%	904
2021 Q3	–	Sell	-30	Closed	–	–	1109
2021 Q2	$0	Hold	30	–	–	﹤0.01%	1130
2021 Q1	$0	Buy	+30	New	+$373	﹤0.01%	1155

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HM Payson & Co's LUMN Position: Q1 2026 in Review

HM Payson & Co sold out of Lumen (LUMN) in Q1 2026, closing a stake of 10,000 shares — an estimated $77.7K sold.

HM Payson & Co first reported a position in LUMN in Q1 2021 and held it in 7 quarters. The position peaked at $77.7K in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

HM Payson & Co reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 10,000 Lumen shares in Q1 2026, an estimated $77.7K.
HM Payson & Co first reported a position in Lumen in Q1 2021 and held it in 7 quarters.
HM Payson & Co's Lumen position peaked at $77.7K in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.