Lido Advisors
LUMN icon

Lido Advisors’s Lumen LUMN Stock Holding History

Lido Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,954
Closed -$73.2K – 2052
2025
Q4 		$73.2K Buy
11,954
+13
+0.1% +$107 ﹤0.01% 1868
2025
Q3 		$73.1K Sell
11,941
-1,626
-12% -$7.8K ﹤0.01% 1777
2025
Q2 		$59.4K Buy
13,567
+2,790
+26% +$10.8K ﹤0.01% 1612
2025
Q1 		$42.2K Buy
+10,777
New +$53.7K ﹤0.01% 1479
2024
Q4 		– Sell
-10,134
Closed -$72K – 1555
2024
Q3 		$72K Buy
+10,134
New +$43.3K ﹤0.01% 1415
2024
Q1 		– Sell
-123,386
Closed -$226K – 1438
2023
Q4 		$226K Buy
+123,386
New +$175K ﹤0.01% 1161
2022
Q4 		– Sell
-22,041
Closed -$160K – 1065
2022
Q3 		$160K Buy
22,041
+279
+1% +$2.84K ﹤0.01% 899
2022
Q2 		$237K Buy
21,762
+3
+0% +$34 ﹤0.01% 816
2022
Q1 		$245K Sell
21,759
-601
-3% -$6.88K ﹤0.01% 886
2021
Q4 		$280K Buy
22,360
+608
+3% +$7.74K ﹤0.01% 832
2021
Q3 		$269K Sell
21,752
-298
-1% -$3.74K ﹤0.01% 778
2021
Q2 		$300K Buy
22,050
+729
+3% +$10.1K ﹤0.01% 720
2021
Q1 		$285K Sell
21,321
-201
-0.9% -$2.5K ﹤0.01% 677
2020
Q4 		$209K Buy
+21,522
New +$212K ﹤0.01% 753
2019
Q3 		– Sell
-25,278
Closed -$297K – 596
2019
Q2 		$297K Sell
25,278
-58,472
-70% -$658K 0.02% 428
2019
Q1 		$1M Buy
+83,750
New +$1.16M 0.07% 180
2018
Q4 		– Sell
-144,488
Closed -$3.06M – 464
2018
Q3 		$3.06M Buy
+144,488
New +$3.02M 0.3% 55

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lido Advisors's LUMN Position: Q1 2026 in Review

Lido Advisors sold out of Lumen (LUMN) in Q1 2026, closing a stake of 11,954 shares — an estimated $73.2K sold.

Lido Advisors first reported a position in LUMN in Q3 2018 and held it in 17 quarters. The position peaked at $3.06M in Q3 2018. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Lido Advisors reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 11,954 Lumen shares in Q1 2026, an estimated $73.2K.
  • Lido Advisors first reported a position in Lumen in Q3 2018 and held it in 17 quarters.
  • Lido Advisors's Lumen position peaked at $3.06M in Q3 2018.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.