IMA Advisory Services’s Lumen Technologies, Inc. Common Stock 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 | $1.1M | 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% | +$100K | 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 Technologies, Inc. Common Stock (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. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- IMA Advisory Services held 114 shares of Lumen Technologies, Inc. Common Stock worth $876 as of Q2 2026.
- Lumen Technologies, Inc. Common Stock was a new IMA Advisory Services position in Q2 2026.
- Lumen Technologies, Inc. Common Stock 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 Technologies, Inc. Common Stock in Q2 2013 and has held it in 37 quarters since.
- IMA Advisory Services's Lumen Technologies, Inc. Common Stock position peaked at $1.7M in Q2 2013.
- 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.