Investors Asset Management of Georgia’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 | $1.37M | Buy |
177,950
+1,700
| +1% | +$14.9K | 0.48% | 60 |
|
|
2026
Q1 | $1.22M | Buy |
176,250
+11,100
| +7% | +$84K | 0.5% | 61 |
|
|
2025
Q4 | $1.28M | Buy |
165,150
+12,350
| +8% | +$102K | 0.53% | 54 |
|
|
2025
Q3 | $935K | Buy |
152,800
+97,775
| +178% | +$469K | 0.4% | 69 |
|
|
2025
Q2 | $241K | Buy |
55,025
+4,500
| +9% | +$17.4K | 0.11% | 145 |
|
|
2025
Q1 | $198K | Sell |
50,525
-475
| -0.9% | -$2.37K | 0.1% | 151 |
|
|
2024
Q4 | $271K | Sell |
51,000
-1,850
| -4% | -$12.8K | 0.13% | 132 |
|
|
2024
Q3 | $375K | Buy |
52,850
+2,925
| +6% | +$12.5K | 0.18% | 112 |
|
|
2024
Q2 | $54.9K | Sell |
49,925
-2,450
| -5% | -$3.11K | 0.03% | 159 |
|
|
2024
Q1 | $81.7K | Buy |
52,375
+250
| +0.5% | +$391 | 0.04% | 156 |
|
|
2023
Q4 | $95.4K | Sell |
52,125
-2,700
| -5% | -$3.83K | 0.05% | 152 |
|
|
2023
Q3 | $76.5K | Sell |
54,825
-275
| -0.5% | -$466 | 0.04% | 156 |
|
|
2023
Q2 | $125K | Sell |
55,100
-2,800
| -5% | -$6.17K | 0.06% | 159 |
|
|
2023
Q1 | $153K | Buy |
57,900
+350
| +0.6% | +$1.41K | 0.08% | 157 |
|
|
2022
Q4 | $300K | Sell |
57,550
-10,124
| -15% | -$62.2K | 0.16% | 131 |
|
|
2022
Q3 | $493K | Hold |
67,674
| – | – | 0.25% | 91 |
|
|
2022
Q2 | $738K | Hold |
67,674
| – | – | 0.38% | 71 |
|
|
2022
Q1 | $763K | Buy |
67,674
+1,350
| +2% | +$15.5K | 0.39% | 74 |
|
|
2021
Q4 | $832K | Buy |
66,324
+3,775
| +6% | +$48.1K | 0.4% | 69 |
|
|
2021
Q3 | $775K | Buy |
62,549
+8,675
| +16% | +$109K | 0.4% | 66 |
|
|
2021
Q2 | $732K | Buy |
53,874
+12,950
| +32% | +$179K | 0.39% | 70 |
|
|
2021
Q1 | $546K | Buy |
+40,924
| New | +$508K | 0.32% | 81 |
|
|
2020
Q4 | – | Sell |
-49,224
| Closed | -$497K | – | 145 |
|
|
2020
Q3 | $497K | Buy |
49,224
+13,600
| +38% | +$141K | 0.33% | 69 |
|
|
2020
Q2 | $357K | Buy |
35,624
+250
| +0.7% | +$2.5K | 0.25% | 88 |
|
|
2020
Q1 | $335K | Sell |
35,374
-250
| -0.7% | -$3.13K | 0.27% | 79 |
|
|
2019
Q4 | $471K | Buy |
35,624
+1,600
| +5% | +$21.5K | 0.29% | 85 |
|
|
2019
Q3 | $425K | Buy |
34,024
+5,400
| +19% | +$64.1K | 0.27% | 86 |
|
|
2019
Q2 | $337K | Hold |
28,624
| – | – | 0.23% | 104 |
|
|
2019
Q1 | $343K | Sell |
28,624
-500
| -2% | -$6.95K | 0.24% | 95 |
|
|
2018
Q4 | $441K | Hold |
29,124
| – | – | 0.36% | 70 |
|
|
2018
Q3 | $617K | Buy |
29,124
+150
| +0.5% | +$3.14K | 0.43% | 59 |
|
|
2018
Q2 | $540K | Buy |
28,974
+3,900
| +16% | +$70.8K | 0.4% | 65 |
|
|
2018
Q1 | $412K | Buy |
25,074
+3,050
| +14% | +$52.9K | 0.3% | 84 |
|
|
2017
Q4 | $367K | Sell |
22,024
-3,342
| -13% | -$56.7K | 0.26% | 96 |
|
|
2017
Q3 | $479K | Buy |
25,366
+5,225
| +26% | +$110K | 0.35% | 69 |
|
|
2017
Q2 | $481K | Buy |
20,141
+200
| +1% | +$5.03K | 0.33% | 70 |
|
|
2017
Q1 | $470K | Buy |
19,941
+1,409
| +8% | +$34.4K | 0.33% | 69 |
|
|
2016
Q4 | $441K | Buy |
18,532
+1,283
| +7% | +$32.6K | 0.33% | 68 |
|
|
2016
Q3 | $473K | Hold |
17,249
| – | – | 0.36% | 64 |
|
|
2016
Q2 | $500K | Buy |
17,249
+125
| +0.7% | +$3.64K | 0.39% | 55 |
|
|
2016
Q1 | $547K | Buy |
17,124
+200
| +1% | +$5.61K | 0.46% | 48 |
|
|
2015
Q4 | $426K | Sell |
16,924
-2,850
| -14% | -$76.4K | 0.36% | 63 |
|
|
2015
Q3 | $497K | Buy |
19,774
+125
| +0.6% | +$3.46K | 0.45% | 54 |
|
|
2015
Q2 | $577K | Buy |
19,649
+150
| +0.8% | +$5.11K | 0.49% | 52 |
|
|
2015
Q1 | $674K | Buy |
19,499
+100
| +0.5% | +$3.73K | 0.55% | 45 |
|
|
2014
Q4 | $768K | Buy |
+19,399
| New | +$776K | 0.66% | 37 |
|
Other funds holding LUMN
Investors Asset Management of Georgia's LUMN Position: Q2 2026 in Review
Investors Asset Management of Georgia increased its Lumen (LUMN) stake by 0.96% in Q2 2026, buying an estimated $14.9K and bringing the position to 177,950 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #60.
Investors Asset Management of Georgia first reported a position in LUMN in Q4 2014 and has held it in 46 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Investors Asset Management of Georgia held 177,950 shares of Lumen worth $1.37M as of Q2 2026.
- Investors Asset Management of Georgia bought 1,700 Lumen shares in Q2 2026, an estimated $14.9K.
- Lumen made up 0.48% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #60 holding.
- Investors Asset Management of Georgia first reported a position in Lumen in Q4 2014 and has held it in 46 quarters since.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.