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

Sequoia Financial Advisors’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	$10.2M	Sell	1,327,331 -12,276	-0.9%	-$108K	0.05%	224
2026 Q1	$9.31M	Sell	1,339,607 -29,361	-2%	-$222K	0.05%	216
2025 Q4	$10.6M	Buy	1,368,968 +14,544	+1%	+$120K	0.06%	200
2025 Q3	$8.29M	Sell	1,354,424 -12,565	-0.9%	-$60.3K	0.05%	221
2025 Q2	$5.99M	Sell	1,366,989 -3,609	-0.3%	-$14K	0.04%	255
2025 Q1	$5.37M	Sell	1,370,598 -711,367	-34%	-$3.54M	0.04%	261
2024 Q4	$11.1M	Buy	2,081,965 +664,823	+47%	+$4.59M	0.11%	164
2024 Q3	$10.1M	Buy	+1,417,142	New	+$6.05M	0.11%	151
2024 Q2	–	Sell	-10,698	Closed	-$16.7K	–	1263
2024 Q1	$16.7K	Buy	+10,698	New	+$16.7K	﹤0.01%	1160
2023 Q3	–	Sell	-36,835	Closed	-$83.2K	–	988
2023 Q2	$83.2K	Sell	36,835 -7,905	-18%	-$17.4K	﹤0.01%	931
2023 Q1	$119K	Buy	+44,740	New	+$181K	﹤0.01%	795
2018 Q2	–	Sell	-261,446	Closed	-$4.3M	–	318
2018 Q1	$4.3M	Sell	261,446 -25,836	-9%	-$448K	0.45%	42
2017 Q4	$4.79M	Buy	+287,282	New	+$4.87M	0.5%	40
2016 Q3	–	Sell	-6,928	Closed	-$201K	–	267
2016 Q2	$201K	Buy	+6,928	New	+$202K	0.06%	229

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

Sequoia Financial Advisors's LUMN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 0.92% in Q2 2026, selling an estimated $108K and leaving 1,327,331 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #224.

Sequoia Financial Advisors first reported a position in LUMN in Q2 2016 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2024. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Sequoia Financial Advisors held 1,327,331 shares of Lumen Technologies, Inc. Common Stock worth $10.2M as of Q2 2026.
Sequoia Financial Advisors sold 12,276 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $108K.
Lumen Technologies, Inc. Common Stock made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #224 holding.
Sequoia Financial Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2016 and has held it in 14 quarters since.
Sequoia Financial Advisors's Lumen Technologies, Inc. Common Stock position peaked at $11.1M in Q4 2024.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.