LPL Financial’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 | $9.49M | Sell |
1,235,795
-140,161
| -10% | -$1.23M | ﹤0.01% | 2195 |
|
|
2026
Q1 | $9.56M | Buy |
1,375,956
+429,016
| +45% | +$3.25M | ﹤0.01% | 2037 |
|
|
2025
Q4 | $7.36M | Buy |
946,940
+513,344
| +118% | +$4.23M | ﹤0.01% | 2204 |
|
|
2025
Q3 | $2.65M | Buy |
433,596
+55,103
| +15% | +$264K | ﹤0.01% | 3052 |
|
|
2025
Q2 | $1.66M | Sell |
378,493
-1,523
| -0.4% | -$5.9K | ﹤0.01% | 3302 |
|
|
2025
Q1 | $1.49M | Buy |
380,016
+3,927
| +1% | +$19.6K | ﹤0.01% | 3216 |
|
|
2024
Q4 | $2M | Sell |
376,089
-285,987
| -43% | -$1.97M | ﹤0.01% | 2858 |
|
|
2024
Q3 | $4.7M | Buy |
662,076
+376,261
| +132% | +$1.61M | ﹤0.01% | 2045 |
|
|
2024
Q2 | $314K | Sell |
285,815
-950
| -0.3% | -$1.21K | ﹤0.01% | 4230 |
|
|
2024
Q1 | $447K | Sell |
286,765
-10,150
| -3% | -$15.9K | ﹤0.01% | 3879 |
|
|
2023
Q4 | $543K | Buy |
296,915
+15,503
| +6% | +$22K | ﹤0.01% | 3597 |
|
|
2023
Q3 | $400K | Sell |
281,412
-38,515
| -12% | -$65.2K | ﹤0.01% | 3662 |
|
|
2023
Q2 | $723K | Sell |
319,927
-155,814
| -33% | -$343K | ﹤0.01% | 3134 |
|
|
2023
Q1 | $1.26M | Sell |
475,741
-47,719
| -9% | -$193K | ﹤0.01% | 2561 |
|
|
2022
Q4 | $2.73M | Sell |
523,460
-166,147
| -24% | -$1.02M | ﹤0.01% | 1840 |
|
|
2022
Q3 | $5.02M | Buy |
689,607
+58,767
| +9% | +$598K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $6.88M | Sell |
630,840
-1,053
| -0.2% | -$11.8K | 0.01% | 1181 |
|
|
2022
Q1 | $7.12M | Buy |
631,893
+28,782
| +5% | +$329K | 0.01% | 1211 |
|
|
2021
Q4 | $7.57M | Buy |
603,111
+201,288
| +50% | +$2.56M | 0.01% | 1184 |
|
|
2021
Q3 | $4.98M | Buy |
401,823
+30,583
| +8% | +$383K | ﹤0.01% | 1395 |
|
|
2021
Q2 | $5.04M | Buy |
371,240
+20,398
| +6% | +$281K | 0.01% | 1339 |
|
|
2021
Q1 | $4.68M | Buy |
350,842
+70,039
| +25% | +$870K | 0.01% | 1273 |
|
|
2020
Q4 | $2.74M | Buy |
280,803
+26,812
| +11% | +$265K | ﹤0.01% | 1476 |
|
|
2020
Q3 | $2.56M | Buy |
253,991
+37,193
| +17% | +$386K | ﹤0.01% | 1321 |
|
|
2020
Q2 | $2.17M | Buy |
216,798
+2,566
| +1% | +$25.7K | ﹤0.01% | 1301 |
|
|
2020
Q1 | $2.03M | Sell |
214,232
-66,393
| -24% | -$830K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $3.71M | Buy |
280,625
+60,903
| +28% | +$817K | 0.01% | 987 |
|
|
2019
Q3 | $2.74M | Buy |
219,722
+29,934
| +16% | +$356K | 0.01% | 1075 |
|
|
2019
Q2 | $2.23M | Sell |
189,788
-2,506
| -1% | -$28.2K | ﹤0.01% | 1189 |
|
|
2019
Q1 | $2.31M | Sell |
192,294
-7,337
| -4% | -$102K | 0.01% | 1120 |
|
|
2018
Q4 | $3.02M | Sell |
199,631
-109,074
| -35% | -$2.08M | 0.01% | 902 |
|
|
2018
Q3 | $6.54M | Buy |
308,705
+122,289
| +66% | +$2.56M | 0.02% | 629 |
|
|
2018
Q2 | $3.48M | Sell |
186,416
-18,559
| -9% | -$337K | 0.01% | 875 |
|
|
2018
Q1 | $3.37M | Buy |
204,975
+42,310
| +26% | +$734K | 0.01% | 869 |
|
|
2017
Q4 | $2.71M | Buy |
162,665
+46,986
| +41% | +$797K | 0.01% | 892 |
|
|
2017
Q3 | $2.19M | Sell |
115,679
-3,555
| -3% | -$74.8K | 0.01% | 938 |
|
|
2017
Q2 | $2.85M | Sell |
119,234
-32,325
| -21% | -$812K | 0.01% | 768 |
|
|
2017
Q1 | $3.58M | Buy |
151,559
+43,855
| +41% | +$1.07M | 0.02% | 560 |
|
|
2016
Q4 | $2.73M | Buy |
107,704
+21,182
| +24% | +$538K | 0.02% | 645 |
|
|
2016
Q3 | $2.34M | Buy |
86,522
+13,467
| +18% | +$393K | 0.02% | 693 |
|
|
2016
Q2 | $2.15M | Sell |
73,055
-80,523
| -52% | -$2.35M | 0.02% | 728 |
|
|
2016
Q1 | $4.93M | Sell |
153,578
-29,075
| -16% | -$815K | 0.01% | 727 |
|
|
2015
Q4 | $4.56M | Buy |
182,653
+81,488
| +81% | +$2.19M | 0.01% | 763 |
|
|
2015
Q3 | $2.59M | Buy |
101,165
+7,829
| +8% | +$217K | 0.01% | 724 |
|
|
2015
Q2 | $2.75M | Sell |
93,336
-28,107
| -23% | -$957K | 0.01% | 750 |
|
|
2015
Q1 | $4.31M | Buy |
121,443
+13,399
| +12% | +$500K | 0.02% | 584 |
|
|
2014
Q4 | $4.28M | Buy |
108,044
+9,989
| +10% | +$400K | 0.02% | 548 |
|
|
2014
Q3 | $3.96M | Buy |
98,055
+192
| +0.2% | +$7.54K | 0.02% | 551 |
|
|
2014
Q2 | $3.54M | Sell |
97,863
-2,459
| -2% | -$88.3K | 0.02% | 607 |
|
|
2014
Q1 | $3.29M | Sell |
100,322
-13,305
| -12% | -$407K | 0.02% | 597 |
|
|
2013
Q4 | $3.62M | Sell |
113,627
-1,092
| -1% | -$34.9K | 0.02% | 555 |
|
|
2013
Q3 | $3.75M | Buy |
114,719
+10,900
| +10% | +$371K | 0.03% | 512 |
|
|
2013
Q2 | $3.67M | Buy |
+103,819
| New | +$3.77M | 0.03% | 481 |
|
Other funds holding LUMN
LPL Financial's LUMN Position: Q2 2026 in Review
LPL Financial reduced its Lumen (LUMN) stake by 10% in Q2 2026, selling an estimated $1.23M and leaving 1,235,795 shares worth $9.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2195.
LPL Financial first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.56M in Q1 2026. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- LPL Financial held 1,235,795 shares of Lumen worth $9.49M as of Q2 2026.
- LPL Financial sold 140,161 Lumen shares in Q2 2026, an estimated $1.23M.
- Lumen made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2195 holding.
- LPL Financial first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Lumen position peaked at $9.56M in Q1 2026.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.