MPWT
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MassMutual Private Wealth & Trust’s Lumen LUMN Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$9.32K Hold
1,213
– – ﹤0.01% 1436
2026
Q1 		$8.43K Sell
1,213
-11
-0.9% -$83 ﹤0.01% 1432
2025
Q4 		$9.51K Buy
1,224
+11
+0.9% +$91 ﹤0.01% 1410
2025
Q3 		$7.42K Buy
1,213
+333
+38% +$1.6K ﹤0.01% 1519
2025
Q2 		$3.85K Sell
880
-420
-32% -$1.63K ﹤0.01% 1733
2025
Q1 		$5.1K Sell
1,300
-150
-10% -$747 ﹤0.01% 1598
2024
Q4 		$7.7K Buy
+1,450
New +$10K ﹤0.01% 1363
2023
Q4 		– Sell
-270
Closed -$383 – 2026
2023
Q3 		$383 Buy
270
+89
+49% +$151 ﹤0.01% 1866
2023
Q2 		$409 Sell
181
-4,028
-96% -$8.87K ﹤0.01% 1811
2023
Q1 		$11.2K Buy
4,209
+4,104
+3,909% +$16.6K ﹤0.01% 905
2022
Q4 		$1K Sell
105
-370
-78% -$2.27K ﹤0.01% 1485
2022
Q3 		$3K Sell
475
-57
-11% -$580 ﹤0.01% 1105
2022
Q2 		$6K Buy
532
+466
+706% +$5.23K ﹤0.01% 845
2022
Q1 		$1K Sell
66
-856
-93% -$9.8K ﹤0.01% 1362
2021
Q4 		$12K Buy
+922
New +$11.7K ﹤0.01% 699
2021
Q3 		– Sell
-135
Closed -$2K – 1298
2021
Q2 		$2K Buy
135
+22
+19% +$304 ﹤0.01% 1028
2021
Q1 		$2K Buy
113
+108
+2,160% +$1.34K ﹤0.01% 873
2020
Q4 		$0 Sell
5
-295
-98% -$2.91K ﹤0.01% 915
2020
Q3 		$3K Buy
+300
New +$3.12K ﹤0.01% 676
2019
Q4 		– Sell
-200
Closed -$2K – 851
2019
Q3 		$2K Buy
+200
New +$2.38K ﹤0.01% 765
2019
Q2 		– Sell
-132
Closed -$1.58K – 799
2019
Q1 		$1.58K Hold
132
– – ﹤0.01% 785
2018
Q4 		$2K Hold
132
– – ﹤0.01% 832
2018
Q3 		$2.8K Hold
132
– – ﹤0.01% 791
2018
Q2 		$2.46K Hold
132
– – ﹤0.01% 840
2018
Q1 		$2.17K Sell
132
-320
-71% -$5.55K ﹤0.01% 816
2017
Q4 		$7.54K Buy
452
+260
+135% +$4.41K ﹤0.01% 633
2017
Q3 		$3.63K Hold
192
– – ﹤0.01% 874
2017
Q2 		$4.58K Buy
192
+60
+45% +$1.51K ﹤0.01% 833
2017
Q1 		$3.11K Sell
132
-132
-50% -$3.22K ﹤0.01% 847
2016
Q4 		$6.28K Buy
+264
New +$6.7K ﹤0.01% 513
2016
Q2 		$4.18K Buy
144
+12
+9% +$350 ﹤0.01% 584
2016
Q1 		$4.22K Sell
132
-455
-78% -$12.8K ﹤0.01% 648
2015
Q4 		$14.8K Buy
587
+534
+1,008% +$14.3K ﹤0.01% 440
2015
Q3 		$2.17K Sell
53
-100
-65% -$2.77K ﹤0.01% 693
2015
Q2 		$5.54K Buy
+153
New +$5.21K ﹤0.01% 562
2015
Q1 		– Sell
-170
Closed -$6.73K – 762
2014
Q4 		$6.73K Buy
170
+117
+221% +$4.68K ﹤0.01% 460
2014
Q3 		$2.17K Sell
53
-100
-65% -$3.93K ﹤0.01% 670
2014
Q2 		$5.54K Hold
153
– – ﹤0.01% 429
2014
Q1 		$5.03K Buy
153
+53
+53% +$1.62K ﹤0.01% 413
2013
Q4 		$3.19K Buy
+100
New +$3.19K ﹤0.01% 394

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's LUMN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Lumen (LUMN) position steady in Q2 2026 at 1,213 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

MassMutual Private Wealth & Trust first reported a position in LUMN in Q4 2013 and has held it in 40 quarters since. The position peaked at $14.8K in Q4 2015. 215 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,213 shares of Lumen worth $9.32K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1436 holding.
  • MassMutual Private Wealth & Trust first reported a position in Lumen in Q4 2013 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Lumen position peaked at $14.8K in Q4 2015.
  • 215 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.