Mackenzie 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 | $2.39M | Buy |
311,429
+239,166
| +331% | +$2.1M | ﹤0.01% | 1002 |
|
|
2026
Q1 | $502K | Sell |
72,263
-16,264
| -18% | -$123K | ﹤0.01% | 1214 |
|
|
2025
Q4 | $691K | Sell |
88,527
-20,910
| -19% | -$172K | ﹤0.01% | 1140 |
|
|
2025
Q3 | $670K | Buy |
109,437
+9,629
| +10% | +$46.2K | ﹤0.01% | 1177 |
|
|
2025
Q2 | $437K | Buy |
99,808
+35,458
| +55% | +$137K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $252K | Sell |
64,350
-725,681
| -92% | -$3.62M | ﹤0.01% | 1442 |
|
|
2024
Q4 | $4.2M | Buy |
790,031
+725,681
| +1,128% | +$5.01M | 0.01% | 605 |
|
|
2024
Q3 | $457K | Sell |
64,350
-172,040
| -73% | -$735K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $260K | Buy |
236,390
+172,040
| +267% | +$218K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $100K | Sell |
64,350
-345,098
| -84% | -$539K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $749K | Buy |
409,448
+345,098
| +536% | +$489K | ﹤0.01% | 917 |
|
|
2023
Q3 | $84.3K | Sell |
64,350
-280,921
| -81% | -$476K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $777K | Buy |
345,271
+189,758
| +122% | +$418K | ﹤0.01% | 910 |
|
|
2023
Q1 | $412K | Sell |
155,513
-1,374,915
| -90% | -$5.55M | ﹤0.01% | 1079 |
|
|
2022
Q4 | $7.99M | Buy |
1,530,428
+1,167,837
| +322% | +$7.18M | 0.01% | 451 |
|
|
2022
Q3 | $2.64M | Buy |
362,591
+2,628
| +0.7% | +$26.7K | ﹤0.01% | 636 |
|
|
2022
Q2 | $3.93M | Sell |
359,963
-89,204
| -20% | -$1M | 0.01% | 579 |
|
|
2022
Q1 | $5.06M | Sell |
449,167
-92,747
| -17% | -$1.06M | 0.01% | 577 |
|
|
2021
Q4 | $6.8M | Buy |
541,914
+35,810
| +7% | +$456K | 0.01% | 533 |
|
|
2021
Q3 | $6.27M | Buy |
506,104
+68,857
| +16% | +$863K | 0.01% | 534 |
|
|
2021
Q2 | $5.94M | Buy |
437,247
+21,210
| +5% | +$293K | 0.01% | 529 |
|
|
2021
Q1 | $5.55M | Buy |
416,037
+91,756
| +28% | +$1.14M | 0.01% | 519 |
|
|
2020
Q4 | $3.16M | Sell |
324,281
-154,013
| -32% | -$1.52M | 0.01% | 522 |
|
|
2020
Q3 | $4.83M | Sell |
478,294
-503,879
| -51% | -$5.24M | 0.01% | 406 |
|
|
2020
Q2 | $9.85M | Buy |
982,173
+882,351
| +884% | +$8.83M | 0.03% | 304 |
|
|
2020
Q1 | $944K | Sell |
99,822
-107,005
| -52% | -$1.34M | ﹤0.01% | 654 |
|
|
2019
Q4 | $2.73M | Sell |
206,827
-13,094
| -6% | -$176K | 0.01% | 556 |
|
|
2019
Q3 | $2.75M | Buy |
219,921
+203,995
| +1,281% | +$2.42M | 0.01% | 555 |
|
|
2019
Q2 | $187K | Sell |
15,926
-968
| -6% | -$10.9K | ﹤0.01% | 1040 |
|
|
2019
Q1 | $203K | Sell |
16,894
-46,051
| -73% | -$640K | ﹤0.01% | 1170 |
|
|
2018
Q4 | $954K | Buy |
62,945
+41,820
| +198% | +$798K | ﹤0.01% | 817 |
|
|
2018
Q3 | $448K | Buy |
21,125
+3,881
| +23% | +$81.2K | ﹤0.01% | 914 |
|
|
2018
Q2 | $321K | Buy |
17,244
+4,179
| +32% | +$75.9K | ﹤0.01% | 872 |
|
|
2018
Q1 | $215K | Buy |
+13,065
| New | +$227K | ﹤0.01% | 893 |
|
|
2017
Q4 | – | Sell |
-477,190
| Closed | -$9.02M | – | 836 |
|
|
2017
Q3 | $9.02M | Sell |
477,190
-27,241
| -5% | -$573K | 0.05% | 273 |
|
|
2017
Q2 | $12M | Buy |
504,431
+760
| +0.2% | +$19.1K | 0.07% | 229 |
|
|
2017
Q1 | $11.9M | Buy |
503,671
+27,069
| +6% | +$660K | 0.07% | 223 |
|
|
2016
Q4 | $11.3M | Sell |
476,602
-282,630
| -37% | -$7.18M | 0.07% | 218 |
|
|
2016
Q3 | $20.8M | Buy |
759,232
+454,252
| +149% | +$13.3M | 0.13% | 156 |
|
|
2016
Q2 | $8.85M | Buy |
304,980
+244,591
| +405% | +$7.12M | 0.05% | 263 |
|
|
2016
Q1 | $1.93M | Buy |
60,389
+21,609
| +56% | +$606K | 0.02% | 363 |
|
|
2015
Q4 | $976K | Buy |
38,780
+1,398
| +4% | +$37.5K | 0.01% | 542 |
|
|
2015
Q3 | $939K | Buy |
37,382
+10,876
| +41% | +$301K | 0.01% | 548 |
|
|
2015
Q2 | $779K | Buy |
26,506
+2,026
| +8% | +$69K | ﹤0.01% | 607 |
|
|
2015
Q1 | $846K | Buy |
24,480
+2,678
| +12% | +$100K | ﹤0.01% | 576 |
|
|
2014
Q4 | $863K | Buy |
21,802
+3,200
| +17% | +$128K | ﹤0.01% | 563 |
|
|
2014
Q3 | $761K | Sell |
18,602
-15,558
| -46% | -$611K | ﹤0.01% | 559 |
|
|
2014
Q2 | $1.24M | Buy |
34,160
+2,600
| +8% | +$93.3K | 0.01% | 481 |
|
|
2014
Q1 | $1.04M | Buy |
31,560
+7,290
| +30% | +$223K | 0.01% | 491 |
|
|
2013
Q4 | $773K | Buy |
+24,270
| New | +$776K | ﹤0.01% | 537 |
|
Other funds holding LUMN
Mackenzie Financial's LUMN Position: Q2 2026 in Review
Mackenzie Financial increased its Lumen (LUMN) stake by 331% in Q2 2026, buying an estimated $2.1M and bringing the position to 311,429 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1002.
Mackenzie Financial first reported a position in LUMN in Q4 2013 and has held it in 50 quarters since. The position peaked at $20.8M in Q3 2016. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Mackenzie Financial held 311,429 shares of Lumen worth $2.39M as of Q2 2026.
- Mackenzie Financial bought 239,166 Lumen shares in Q2 2026, an estimated $2.1M.
- Lumen made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1002 holding.
- Mackenzie Financial first reported a position in Lumen in Q4 2013 and has held it in 50 quarters since.
- Mackenzie Financial's Lumen position peaked at $20.8M in Q3 2016.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.