NewEdge Advisors’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 | $142K | Sell |
18,435
-3,048
| -14% | -$26.7K | ﹤0.01% | 2858 |
|
|
2026
Q1 | $149K | Sell |
21,483
-12,776
| -37% | -$96.7K | ﹤0.01% | 2667 |
|
|
2025
Q4 | $266K | Buy |
34,259
+33,153
| +2,998% | +$273K | ﹤0.01% | 2388 |
|
|
2025
Q3 | $6.77K | Sell |
1,106
-627
| -36% | -$3.01K | ﹤0.01% | 3440 |
|
|
2025
Q2 | $7.59K | Sell |
1,733
-318
| -16% | -$1.23K | ﹤0.01% | 3290 |
|
|
2025
Q1 | $8.04K | Buy |
2,051
+95
| +5% | +$473 | ﹤0.01% | 3173 |
|
|
2024
Q4 | $10.4K | Buy |
1,956
+448
| +30% | +$3.09K | ﹤0.01% | 3022 |
|
|
2024
Q3 | $10.7K | Sell |
1,508
-100,141
| -99% | -$428K | ﹤0.01% | 2914 |
|
|
2024
Q2 | $112K | Sell |
101,649
-630
| -0.6% | -$799 | ﹤0.01% | 2090 |
|
|
2024
Q1 | $160K | Buy |
102,279
+98,520
| +2,621% | +$154K | ﹤0.01% | 1915 |
|
|
2023
Q4 | $6.88K | Buy |
3,759
+70
| +2% | +$99 | ﹤0.01% | 3002 |
|
|
2023
Q3 | $5.24K | Buy |
3,689
+1,039
| +39% | +$1.76K | ﹤0.01% | 2797 |
|
|
2023
Q2 | $5.99K | Sell |
2,650
-11,067
| -81% | -$24.4K | ﹤0.01% | 2754 |
|
|
2023
Q1 | $36.3K | Buy |
13,717
+49
| +0.4% | +$198 | ﹤0.01% | 2127 |
|
|
2022
Q4 | $3.76K | Sell |
13,668
-11,426
| -46% | -$70.2K | ﹤0.01% | 2682 |
|
|
2022
Q3 | $182K | Buy |
25,094
+11,238
| +81% | +$114K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $151K | Sell |
13,856
-3,142
| -18% | -$35.3K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $192K | Sell |
16,998
-129
| -0.8% | -$1.48K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $215K | Sell |
17,127
-851
| -5% | -$10.8K | ﹤0.01% | 1491 |
|
|
2021
Q3 | $223K | Sell |
17,978
-1,209
| -6% | -$15.2K | 0.01% | 1012 |
|
|
2021
Q2 | $261K | Buy |
19,187
+100
| +0.5% | +$1.38K | 0.01% | 961 |
|
|
2021
Q1 | $255K | Sell |
19,087
-1,490
| -7% | -$18.5K | 0.01% | 867 |
|
|
2020
Q4 | $201K | Sell |
20,577
-1,713
| -8% | -$16.9K | 0.01% | 895 |
|
|
2020
Q3 | $225K | Buy |
22,290
+1,031
| +5% | +$10.7K | 0.01% | 791 |
|
|
2020
Q2 | $213K | Sell |
21,259
-5,052
| -19% | -$50.5K | 0.01% | 759 |
|
|
2020
Q1 | $249K | Buy |
26,311
+2,341
| +10% | +$29.3K | 0.01% | 651 |
|
|
2019
Q4 | $316K | Sell |
23,970
-749
| -3% | -$10K | 0.01% | 646 |
|
|
2019
Q3 | $308K | Buy |
24,719
+1,858
| +8% | +$22.1K | 0.01% | 628 |
|
|
2019
Q2 | $269K | Sell |
22,861
-6,733
| -23% | -$75.7K | 0.02% | 547 |
|
|
2019
Q1 | $355K | Sell |
29,594
-9,004
| -23% | -$125K | 0.02% | 481 |
|
|
2018
Q4 | $585K | Buy |
38,598
+17,432
| +82% | +$333K | 0.04% | 339 |
|
|
2018
Q3 | $449K | Buy |
21,166
+4,398
| +26% | +$92K | 0.03% | 388 |
|
|
2018
Q2 | $311K | Buy |
16,768
+863
| +5% | +$15.7K | 0.03% | 403 |
|
|
2018
Q1 | $259K | Buy |
15,905
+5,110
| +47% | +$88.6K | 0.03% | 389 |
|
|
2017
Q4 | $186K | Buy |
+10,795
| New | +$183K | 0.03% | 392 |
|
|
2017
Q3 | – | Sell |
-5,721
| Closed | -$134K | – | 793 |
|
|
2017
Q2 | $134K | Buy |
+5,721
| New | +$144K | 0.02% | 371 |
|
|
2016
Q4 | – | Sell |
-10,845
| Closed | -$298K | – | 275 |
|
|
2016
Q3 | $298K | Buy |
+10,845
| New | +$317K | 0.09% | 169 |
|
Other funds holding LUMN
NewEdge Advisors's LUMN Position: Q2 2026 in Review
NewEdge Advisors reduced its Lumen (LUMN) stake by 14% in Q2 2026, selling an estimated $26.7K and leaving 18,435 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.
NewEdge Advisors first reported a position in LUMN in Q3 2016 and has held it in 37 quarters since. The position peaked at $585K in Q4 2018. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- NewEdge Advisors held 18,435 shares of Lumen worth $142K as of Q2 2026.
- NewEdge Advisors sold 3,048 Lumen shares in Q2 2026, an estimated $26.7K.
- Lumen made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2858 holding.
- NewEdge Advisors first reported a position in Lumen in Q3 2016 and has held it in 37 quarters since.
- NewEdge Advisors's Lumen position peaked at $585K in Q4 2018.
- 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.