Phoenix Financial
LUMN icon

Phoenix Financial’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Phoenix Financial’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
Q1 		– Sell
-14,812
Closed -$115K – 514
2025
Q4 		$115K Sell
14,812
-38,703
-72% -$319K ﹤0.01% 454
2025
Q3 		$328K Buy
53,515
+1,473
+3% +$7.07K ﹤0.01% 368
2025
Q2 		$228K Buy
52,042
+22,409
+76% +$86.8K ﹤0.01% 383
2025
Q1 		$116K Buy
+29,633
New +$148K ﹤0.01% 361
2024
Q4 		– Sell
-13,335
Closed -$94.7K – 388
2024
Q3 		$94.7K Buy
+13,335
New +$56.9K ﹤0.01% 352

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Phoenix Financial's LUMN Position: Q1 2026 in Review

Phoenix Financial sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2026, closing a stake of 14,812 shares — an estimated $115K sold.

Phoenix Financial first reported a position in LUMN in Q3 2024 and held it in 5 quarters. The position peaked at $328K in Q3 2025. 601 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Phoenix Financial reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 14,812 Lumen Technologies, Inc. Common Stock shares in Q1 2026, an estimated $115K.
  • Phoenix Financial first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2024 and held it in 5 quarters.
  • Phoenix Financial's Lumen Technologies, Inc. Common Stock position peaked at $328K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.