IFP Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.32K | Buy |
1,213
+499
| +70% | +$4.38K | ﹤0.01% | 3441 |
|
|
2026
Q1 | $4.96K | Buy |
714
+458
| +179% | +$3.47K | ﹤0.01% | 3531 |
|
|
2025
Q4 | $1.99K | Buy |
256
+68
| +36% | +$560 | ﹤0.01% | 3846 |
|
|
2025
Q3 | $1.15K | Sell |
188
-208
| -53% | -$998 | ﹤0.01% | 3903 |
|
|
2025
Q2 | $12.8K | Buy |
396
+376
| +1,880% | +$1.46K | ﹤0.01% | 2785 |
|
|
2025
Q1 | $102 | Hold |
20
| – | – | ﹤0.01% | 3848 |
|
|
2024
Q4 | $138 | Sell |
20
-3
| -13% | -$21 | ﹤0.01% | 3909 |
|
|
2024
Q3 | $162 | Sell |
23
-8,075
| -100% | -$34.5K | ﹤0.01% | 3214 |
|
|
2024
Q2 | $8.91K | Buy |
8,098
+8,000
| +8,163% | +$10.1K | ﹤0.01% | 2378 |
|
|
2024
Q1 | $152 | Sell |
98
-992
| -91% | -$1.55K | ﹤0.01% | 3041 |
|
|
2023
Q4 | $1.99K | Sell |
1,090
-717
| -40% | -$1.02K | ﹤0.01% | 2680 |
|
|
2023
Q3 | $2.56K | Sell |
1,807
-4,654
| -72% | -$7.88K | ﹤0.01% | 2762 |
|
|
2023
Q2 | $14.6K | Sell |
6,461
-13,702
| -68% | -$30.2K | ﹤0.01% | 2158 |
|
|
2023
Q1 | $224K | Sell |
20,163
-16,763
| -45% | -$67.6K | 0.01% | 904 |
|
|
2022
Q4 | $413K | Sell |
36,926
-36,712
| -50% | -$226K | 0.01% | 985 |
|
|
2022
Q3 | $840K | Sell |
73,638
-34,699
| -32% | -$353K | 0.02% | 702 |
|
|
2022
Q2 | $1.21M | Hold |
108,337
| – | – | 0.04% | 517 |
|
|
2022
Q1 | $1.21M | Buy |
108,337
+103,697
| +2,235% | +$1.19M | 0.04% | 517 |
|
|
2021
Q4 | $61K | Sell |
4,640
-265
| -5% | -$3.37K | ﹤0.01% | 1482 |
|
|
2021
Q3 | $65K | Buy |
4,905
+493
| +11% | +$6.18K | ﹤0.01% | 1478 |
|
|
2021
Q2 | $60K | Buy |
4,412
+1,404
| +47% | +$19.4K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $39K | Sell |
3,008
-5,558
| -65% | -$69K | ﹤0.01% | 1567 |
|
|
2020
Q4 | $85K | Sell |
8,566
-647
| -7% | -$6.39K | ﹤0.01% | 1208 |
|
|
2020
Q3 | $92K | Buy |
9,213
+963
| +12% | +$10K | 0.01% | 1034 |
|
|
2020
Q2 | $84K | Buy |
8,250
+2,107
| +34% | +$21.1K | 0.01% | 987 |
|
|
2020
Q1 | $56K | Buy |
6,143
+2,019
| +49% | +$25.2K | 0.01% | 1064 |
|
|
2019
Q4 | $52K | Sell |
4,124
-4,560
| -53% | -$61.1K | ﹤0.01% | 1235 |
|
|
2019
Q3 | $103K | Buy |
+8,684
| New | +$103K | 0.01% | 1046 |
|
|
2019
Q1 | $64K | Sell |
5,458
-8,478
| -61% | -$118K | 0.01% | 865 |
|
|
2018
Q4 | $213K | Sell |
13,936
-2,560
| -16% | -$48.9K | 0.01% | 839 |
|
|
2018
Q3 | $350K | Sell |
16,496
-2,227
| -12% | -$46.6K | 0.01% | 816 |
|
|
2018
Q2 | $349K | Sell |
18,723
-5,779
| -24% | -$105K | 0.01% | 819 |
|
|
2018
Q1 | $409K | Hold |
24,502
| – | – | 0.02% | 698 |
|
|
2017
Q4 | $409K | Sell |
24,502
-20,257
| -45% | -$343K | 0.02% | 698 |
|
|
2017
Q3 | $846K | Sell |
44,759
-1,611
| -3% | -$33.9K | 0.03% | 497 |
|
|
2017
Q2 | $1.11M | Buy |
46,370
+10,074
| +28% | +$253K | 0.05% | 406 |
|
|
2017
Q1 | $855K | Buy |
36,296
+645
| +2% | +$15.7K | 0.04% | 475 |
|
|
2016
Q4 | $848K | Buy |
35,651
+2,437
| +7% | +$61.9K | 0.04% | 436 |
|
|
2016
Q3 | $911K | Buy |
33,214
+5,449
| +20% | +$159K | 0.05% | 383 |
|
|
2016
Q2 | $805K | Buy |
27,765
+22,307
| +409% | +$650K | 0.04% | 401 |
|
|
2016
Q1 | $64K | Sell |
5,458
-16,572
| -75% | -$465K | 0.01% | 865 |
|
|
2015
Q4 | $554K | Buy |
+22,030
| New | +$591K | 0.04% | 471 |
|
Other funds holding LUMN
IFP Advisors's LUMN Position: Q2 2026 in Review
IFP Advisors increased its Lumen (LUMN) stake by 70% in Q2 2026, buying an estimated $4.38K and bringing the position to 1,213 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.
IFP Advisors first reported a position in LUMN in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.21M in Q2 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- IFP Advisors held 1,213 shares of Lumen worth $9.32K as of Q2 2026.
- IFP Advisors bought 499 Lumen shares in Q2 2026, an estimated $4.38K.
- Lumen made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3441 holding.
- IFP Advisors first reported a position in Lumen in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Lumen position peaked at $1.21M in Q2 2022.
- 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.