Mascoma Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Mascoma Wealth Management’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 Q3	$7.19K	Buy	1,284 +1,140	+792%	+$7.27K	﹤0.01%	364
2026 Q2	$1.11K	Buy	+144	New	+$1.26K	﹤0.01%	499
2023 Q2	–	Sell	-157	Closed	-$372	–	543
2023 Q1	$372	Buy	+157	New	+$633	﹤0.01%	581
2022 Q1	–	Sell	-1,763	Closed	-$22K	–	597
2021 Q4	$22K	Hold	1,763	–	–	0.01%	318
2021 Q3	$22K	Buy	+1,763	New	+$22.1K	0.01%	284
2018 Q3	–	Sell	-450	Closed	-$8K	–	401
2018 Q2	$8K	Buy	+450	New	+$8.17K	0.01%	286
2017 Q4	–	Sell	-107	Closed	-$2K	–	396
2017 Q3	$2K	Sell	107 -400	-79%	-$8.42K	﹤0.01%	366
2017 Q2	$12K	Buy	507 +400	+374%	+$10K	0.01%	273
2017 Q1	$3K	Hold	107	–	–	﹤0.01%	322
2016 Q4	$3K	Buy	+107	New	+$2.72K	﹤0.01%	325

Other funds holding LUMN

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Mascoma Wealth Management's LUMN Position: Q3 2026 in Review

Mascoma Wealth Management increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 792% in Q3 2026, buying an estimated $7.27K and bringing the position to 1,284 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Mascoma Wealth Management first reported a position in LUMN in Q4 2016 and has held it in 10 quarters since. The position peaked at $22K in Q4 2021. 455 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

Mascoma Wealth Management held 1,284 shares of Lumen Technologies, Inc. Common Stock worth $7.19K as of Q3 2026.
Mascoma Wealth Management bought 1,140 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $7.27K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #364 holding.
Mascoma Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2016 and has held it in 10 quarters since.
Mascoma Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $22K in Q4 2021.
455 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.