NBC Securities’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

NBC Securities’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	$960	Hold	125	–	–	﹤0.01%	2327
2026 Q1	$868	Hold	125	–	–	﹤0.01%	2431
2025 Q4	$971	Hold	125	–	–	﹤0.01%	2548
2025 Q3	$765	Buy	+125	New	+$600	﹤0.01%	2589
2025 Q1	–	Sell	-1	Closed	-$5	–	2133
2024 Q4	$5	Sell	1 -1,548	-100%	-$10.7K	﹤0.01%	1227
2024 Q3	$11K	Buy	+1,549	New	+$6.61K	﹤0.01%	1701
2024 Q2	–	Sell	-1,045	Closed	-$1K	–	2155
2024 Q1	$1K	Sell	1,045 -209	-17%	-$327	﹤0.01%	2098
2023 Q4	$2K	Sell	1,254 -8,483	-87%	-$12K	﹤0.01%	2016
2023 Q3	$13K	Buy	+9,737	New	+$16.5K	﹤0.01%	1623

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NBC Securities's LUMN Position: Q2 2026 in Review

NBC Securities held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 125 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

NBC Securities first reported a position in LUMN in Q3 2023 and has held it in 9 quarters since. The position peaked at $13K in Q3 2023. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

NBC Securities held 125 shares of Lumen Technologies, Inc. Common Stock worth $960 as of Q2 2026.
NBC Securities left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2327 holding.
NBC Securities first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2023 and has held it in 9 quarters since.
NBC Securities's Lumen Technologies, Inc. Common Stock position peaked at $13K in Q3 2023.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.