Massachusetts Financial Services’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 | $1.14M | Buy |
148,879
+48,192
| +48% | +$423K | ﹤0.01% | 880 |
|
|
2026
Q1 | $700K | Buy |
+100,687
| New | +$762K | ﹤0.01% | 869 |
|
|
2025
Q2 | – | Sell |
-587,251
| Closed | -$2.3M | – | 915 |
|
|
2025
Q1 | $2.3M | Buy |
587,251
+285,110
| +94% | +$1.42M | ﹤0.01% | 743 |
|
|
2024
Q4 | $1.6M | Buy |
+302,141
| New | +$2.08M | ﹤0.01% | 780 |
|
|
2023
Q1 | – | Sell |
-1,208,316
| Closed | -$6.31M | – | 871 |
|
|
2022
Q4 | $6.31M | Sell |
1,208,316
-987,742
| -45% | -$6.07M | ﹤0.01% | 640 |
|
|
2022
Q3 | $16M | Sell |
2,196,058
-15,808
| -0.7% | -$161K | 0.01% | 579 |
|
|
2022
Q2 | $24.1M | Buy |
2,211,866
+841,125
| +61% | +$9.44M | 0.01% | 548 |
|
|
2022
Q1 | $15.4M | Buy |
1,370,741
+575,881
| +72% | +$6.59M | ﹤0.01% | 607 |
|
|
2021
Q4 | $9.98M | Buy |
794,860
+179,925
| +29% | +$2.29M | ﹤0.01% | 659 |
|
|
2021
Q3 | $7.62M | Buy |
+614,935
| New | +$7.71M | ﹤0.01% | 683 |
|
|
2019
Q3 | – | Sell |
-130,499
| Closed | -$1.53M | – | 840 |
|
|
2019
Q2 | $1.53M | Sell |
130,499
-15,065
| -10% | -$169K | ﹤0.01% | 763 |
|
|
2019
Q1 | $1.75M | Sell |
145,564
-1,390,779
| -91% | -$19.3M | ﹤0.01% | 735 |
|
|
2018
Q4 | $23.3M | Buy |
1,536,343
+255,766
| +20% | +$4.88M | 0.01% | 478 |
|
|
2018
Q3 | $27.1M | Buy |
+1,280,577
| New | +$26.8M | 0.01% | 487 |
|
|
2017
Q3 | – | Sell |
-76,098
| Closed | -$1.82M | – | 856 |
|
|
2017
Q2 | $1.82M | Sell |
76,098
-80,060
| -51% | -$2.01M | ﹤0.01% | 718 |
|
|
2017
Q1 | $3.68M | Sell |
156,158
-778
| -0.5% | -$19K | ﹤0.01% | 678 |
|
|
2016
Q4 | $3.73M | Buy |
156,936
+94
| +0.1% | +$2.39K | ﹤0.01% | 686 |
|
|
2016
Q3 | $4.3M | Buy |
156,842
+80,095
| +104% | +$2.34M | ﹤0.01% | 665 |
|
|
2016
Q2 | $2.23M | Buy |
+76,747
| New | +$2.24M | ﹤0.01% | 711 |
|
|
2015
Q3 | – | Sell |
-123,973
| Closed | -$3.64M | – | 886 |
|
|
2015
Q2 | $3.64M | Sell |
123,973
-512,517
| -81% | -$17.5M | ﹤0.01% | 702 |
|
|
2015
Q1 | $22M | Buy |
636,490
+12,933
| +2% | +$483K | 0.01% | 506 |
|
|
2014
Q4 | $24.7M | Sell |
623,557
-1,286,472
| -67% | -$51.5M | 0.01% | 470 |
|
|
2014
Q3 | $78.1M | Sell |
1,910,029
-417,354
| -18% | -$16.4M | 0.04% | 275 |
|
|
2014
Q2 | $84.3M | Sell |
2,327,383
-599,809
| -20% | -$21.5M | 0.04% | 269 |
|
|
2014
Q1 | $96.1M | Sell |
2,927,192
-75,391
| -3% | -$2.31M | 0.05% | 259 |
|
|
2013
Q4 | $95.6M | Sell |
3,002,583
-166,400
| -5% | -$5.32M | 0.05% | 251 |
|
|
2013
Q3 | $99.4M | Sell |
3,168,983
-846,425
| -21% | -$28.8M | 0.06% | 242 |
|
|
2013
Q2 | $142M | Buy |
+4,015,408
| New | +$146M | 0.1% | 190 |
|
Other funds holding LUMN
CA
VNIM
PCM
Massachusetts Financial Services's LUMN Position: Q2 2026 in Review
Massachusetts Financial Services increased its Lumen (LUMN) stake by 48% in Q2 2026, buying an estimated $423K and bringing the position to 148,879 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #880.
Massachusetts Financial Services first reported a position in LUMN in Q2 2013 and has held it in 28 quarters since. The position peaked at $142M in Q2 2013. 320 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Massachusetts Financial Services held 148,879 shares of Lumen worth $1.14M as of Q2 2026.
- Massachusetts Financial Services bought 48,192 Lumen shares in Q2 2026, an estimated $423K.
- Lumen made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #880 holding.
- Massachusetts Financial Services first reported a position in Lumen in Q2 2013 and has held it in 28 quarters since.
- Massachusetts Financial Services's Lumen position peaked at $142M in Q2 2013.
- 320 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.