IMA Advisory Services’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 | $876 | Buy |
+114
| New | +$1K | ﹤0.01% | 1220 |
|
|
2024
Q4 | – | Sell |
-1,791
| Closed | -$12.7K | – | 234 |
|
|
2024
Q3 | $12.7K | Buy |
+1,791
| New | +$7.65K | ﹤0.01% | 237 |
|
|
2023
Q4 | – | Sell |
-1,791
| Closed | -$2.54K | – | 184 |
|
|
2023
Q3 | $2.54K | Hold |
1,791
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $4.05K | Hold |
1,791
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $4.75K | Hold |
1,791
| – | – | ﹤0.01% | 263 |
|
|
2022
Q4 | $9.35K | Hold |
1,791
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $13K | Hold |
1,791
| – | – | ﹤0.01% | 238 |
|
|
2022
Q2 | $20K | Hold |
1,791
| – | – | ﹤0.01% | 226 |
|
|
2022
Q1 | $20K | Hold |
1,791
| – | – | ﹤0.01% | 206 |
|
|
2021
Q4 | $22K | Hold |
1,791
| – | – | ﹤0.01% | 211 |
|
|
2021
Q3 | $22K | Hold |
1,791
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $24K | Hold |
1,791
| – | – | 0.01% | 182 |
|
|
2021
Q1 | $24K | Hold |
1,791
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $17K | Hold |
1,791
| – | – | ﹤0.01% | 194 |
|
|
2020
Q3 | $18K | Hold |
1,791
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $18K | Hold |
1,791
| – | – | 0.01% | 179 |
|
|
2020
Q1 | $17K | Hold |
1,791
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $24K | Hold |
1,791
| – | – | 0.01% | 176 |
|
|
2019
Q3 | $22K | Hold |
1,791
| – | – | 0.01% | 182 |
|
|
2019
Q2 | $21K | Hold |
1,791
| – | – | 0.01% | 180 |
|
|
2019
Q1 | $21K | Hold |
1,791
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $27K | Hold |
1,791
| – | – | 0.01% | 176 |
|
|
2018
Q3 | $38K | Hold |
1,791
| – | – | 0.01% | 166 |
|
|
2018
Q2 | $33K | Buy |
+1,791
| New | +$32.5K | 0.01% | 185 |
|
|
2016
Q3 | – | Sell |
-10,410
| Closed | -$302K | – | 112 |
|
|
2016
Q2 | $302K | Sell |
10,410
-3,770
| -27% | -$110K | 0.19% | 90 |
|
|
2016
Q1 | $453K | Sell |
14,180
-270
| -2% | -$7.57K | 0.26% | 80 |
|
|
2015
Q4 | $357K | Sell |
14,450
-21,560
| -60% | -$578K | 0.22% | 87 |
|
|
2015
Q3 | $898K | Sell |
36,010
-1,260
| -3% | -$34.9K | 0.57% | 59 |
|
|
2015
Q2 | $1.09M | Sell |
37,270
-1,030
| -3% | -$35.1K | 0.52% | 55 |
|
|
2015
Q1 | $1.32M | Buy |
38,300
+125
| +0.3% | +$4.67K | 0.64% | 46 |
|
|
2014
Q4 | $1.51M | Sell |
38,175
-810
| -2% | -$32.4K | 0.78% | 45 |
|
|
2014
Q3 | $1.59M | Buy |
38,985
+2,540
| +7% | +$99.8K | 0.75% | 44 |
|
|
2014
Q2 | $1.32M | Sell |
36,445
-9,640
| -21% | -$346K | 0.6% | 51 |
|
|
2014
Q1 | $1.51M | Buy |
46,085
+260
| +0.6% | +$7.95K | 0.71% | 46 |
|
|
2013
Q4 | $1.46M | Buy |
45,825
+1,130
| +3% | +$36.1K | 0.69% | 49 |
|
|
2013
Q3 | $1.4M | Sell |
44,695
-3,370
| -7% | -$115K | 0.69% | 44 |
|
|
2013
Q2 | $1.7M | Buy |
+48,065
| New | +$1.75M | 0.92% | 31 |
|
Other funds holding LUMN
IMA Advisory Services's LUMN Position: Q2 2026 in Review
IMA Advisory Services opened a new position in Lumen (LUMN) in Q2 2026: 114 shares worth $876. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in LUMN as recently as Q3 2024.
IMA Advisory Services first reported a position in LUMN in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.7M in Q2 2013. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- IMA Advisory Services held 114 shares of Lumen worth $876 as of Q2 2026.
- Lumen was a new IMA Advisory Services position in Q2 2026.
- Lumen made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1220 holding.
- IMA Advisory Services first reported a position in Lumen in Q2 2013 and has held it in 37 quarters since.
- IMA Advisory Services's Lumen position peaked at $1.7M in Q2 2013.
- 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.