JFS Wealth Advisors’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 | $4.11K | Buy |
535
+309
| +137% | +$2.71K | ﹤0.01% | 1352 |
|
|
2026
Q1 | $1.57K | Sell |
226
-36
| -14% | -$272 | ﹤0.01% | 1578 |
|
|
2025
Q4 | $2.04K | Buy |
262
+162
| +162% | +$1.33K | ﹤0.01% | 1543 |
|
|
2025
Q3 | $612 | Sell |
100
-215
| -68% | -$1.03K | ﹤0.01% | 1727 |
|
|
2025
Q2 | $1.38K | Buy |
315
+100
| +47% | +$388 | ﹤0.01% | 1491 |
|
|
2025
Q1 | $843 | Buy |
215
+63
| +41% | +$314 | ﹤0.01% | 1679 |
|
|
2024
Q4 | $808 | Buy |
+152
| New | +$1.05K | ﹤0.01% | 1708 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$2 | – | 2020 |
|
|
2023
Q3 | $2 | Sell |
1
-450
| -100% | -$762 | ﹤0.01% | 1969 |
|
|
2023
Q2 | $1.02K | Sell |
451
-480
| -52% | -$1.06K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $2.47K | Sell |
931
-46
| -5% | -$186 | ﹤0.01% | 1278 |
|
|
2022
Q4 | $5.1K | Hold |
977
| – | – | ﹤0.01% | 984 |
|
|
2022
Q3 | $7K | Hold |
977
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $11K | Buy |
977
+200
| +26% | +$2.24K | ﹤0.01% | 740 |
|
|
2022
Q1 | $9K | Buy |
777
+459
| +144% | +$5.25K | ﹤0.01% | 831 |
|
|
2021
Q4 | $4K | Buy |
+318
| New | +$4.05K | ﹤0.01% | 869 |
|
|
2019
Q1 | – | Sell |
-295
| Closed | -$4K | – | 472 |
|
|
2018
Q4 | $4K | Sell |
295
-2,277
| -89% | -$43.5K | ﹤0.01% | 397 |
|
|
2018
Q3 | $55K | Buy |
2,572
+3
| +0.1% | +$63 | 0.01% | 240 |
|
|
2018
Q2 | $48K | Sell |
2,569
-18
| -0.7% | -$327 | 0.01% | 247 |
|
|
2018
Q1 | $43K | Buy |
2,587
+28
| +1% | +$486 | 0.01% | 254 |
|
|
2017
Q4 | $43K | Sell |
2,559
-45
| -2% | -$763 | 0.01% | 263 |
|
|
2017
Q3 | $49K | Sell |
2,604
-437
| -14% | -$9.2K | 0.01% | 246 |
|
|
2017
Q2 | $73K | Buy |
3,041
+80
| +3% | +$2.01K | 0.02% | 197 |
|
|
2017
Q1 | $70K | Hold |
2,961
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $70K | Buy |
2,961
+1,062
| +56% | +$27K | 0.02% | 197 |
|
|
2016
Q3 | $52K | Sell |
1,899
-443
| -19% | -$12.9K | 0.01% | 236 |
|
|
2016
Q2 | $68K | Sell |
2,342
-618
| -21% | -$18K | 0.02% | 229 |
|
|
2016
Q1 | $95K | Buy |
2,960
+6
| +0.2% | +$168 | 0.03% | 177 |
|
|
2015
Q4 | $74K | Buy |
2,954
+5
| +0.2% | +$134 | 0.02% | 206 |
|
|
2015
Q3 | $74K | Buy |
2,949
+11
| +0.4% | +$304 | 0.03% | 174 |
|
|
2015
Q2 | $86K | Buy |
2,938
+8
| +0.3% | +$272 | 0.04% | 136 |
|
|
2015
Q1 | $101K | Buy |
2,930
+99
| +3% | +$3.7K | 0.05% | 128 |
|
|
2014
Q4 | $112K | Sell |
2,831
-97
| -3% | -$3.88K | 0.02% | 120 |
|
|
2014
Q3 | $120K | Sell |
2,928
-535
| -15% | -$21K | 0.02% | 110 |
|
|
2014
Q2 | $125K | Sell |
3,463
-3,229
| -48% | -$116K | 0.02% | 111 |
|
|
2014
Q1 | $220K | Sell |
6,692
-1,938
| -22% | -$59.3K | 0.12% | 102 |
|
|
2013
Q4 | $275K | Sell |
8,630
-3,194
| -27% | -$102K | 0.12% | 98 |
|
|
2013
Q3 | $371K | Buy |
+11,824
| New | +$402K | 0.17% | 85 |
|
Other funds holding LUMN
JFS Wealth Advisors's LUMN Position: Q2 2026 in Review
JFS Wealth Advisors increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 137% in Q2 2026, buying an estimated $2.71K and bringing the position to 535 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.
JFS Wealth Advisors first reported a position in LUMN in Q3 2013 and has held it in 37 quarters since. The position peaked at $371K in Q3 2013. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- JFS Wealth Advisors held 535 shares of Lumen Technologies, Inc. Common Stock worth $4.11K as of Q2 2026.
- JFS Wealth Advisors bought 309 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $2.71K.
- Lumen Technologies, Inc. Common Stock made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1352 holding.
- JFS Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2013 and has held it in 37 quarters since.
- JFS Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $371K in Q3 2013.
- 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.