Simplex Trading
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Simplex Trading’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Simplex Trading’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
Q3 		$1.91M Buy
341,229
+264,755
+346% +$1.69M ﹤0.01% 2039
2026
Q2 		$587K Buy
+76,474
New +$671K ﹤0.01% 3397
2026
Q1 		– Sell
-338,757
Closed -$2.56M – 9685
2025
Q4 		$2.63M Buy
+338,757
New +$2.79M ﹤0.01% 1757
2025
Q2 		– Sell
-68,473
Closed -$265K – 9280
2025
Q1 		$268K Sell
68,473
-715,663
-91% -$3.57M ﹤0.01% 4034
2024
Q4 		$4.16M Buy
784,136
+505,134
+181% +$3.49M ﹤0.01% 1612
2024
Q3 		$1.98M Buy
279,002
+71,836
+35% +$307K ﹤0.01% 2284
2024
Q2 		$227K Sell
207,166
-72,344
-26% -$91.7K ﹤0.01% 4542
2024
Q1 		$436K Buy
+279,510
New +$437K ﹤0.01% 3980
2023
Q1 		– Sell
-272,180
Closed -$1.1M – 9670
2022
Q4 		$1.42M Sell
272,180
-418,780
-61% -$2.57M ﹤0.01% 2145
2022
Q3 		$5.03M Buy
+690,960
New +$7.03M 0.01% 1203
2022
Q2 		– Sell
-50,131
Closed -$563K – 10601
2022
Q1 		$564K Buy
+50,131
New +$574K ﹤0.01% 3684
2020
Q4 		– Sell
-88,897
Closed -$877K – 8759
2020
Q3 		$896K Buy
+88,897
New +$924K ﹤0.01% 2349
2019
Q3 		– Sell
-311,190
Closed -$3.7M – 7606
2019
Q2 		$3.66M Sell
311,190
-177,447
-36% -$2M 0.01% 874
2019
Q1 		$5.86M Buy
+488,637
New +$6.79M 0.02% 593
2018
Q4 		– Sell
-61,279
Closed -$1.17M – 7464
2018
Q3 		$1.3M Buy
61,279
+51,120
+503% +$1.07M ﹤0.01% 1623
2018
Q2 		$189K Buy
+10,159
New +$185K ﹤0.01% 3557
2017
Q3 		– Sell
-40,295
Closed -$848K – 6295
2017
Q2 		$962K Buy
+40,295
New +$1.01M 0.04% 376
2016
Q4 		– Sell
-24,065
Closed -$611K – 6230
2016
Q3 		$660K Buy
+24,065
New +$702K 0.04% 394
2016
Q2 		– Sell
-15,042
Closed -$438K – 6172
2016
Q1 		$480K Buy
+15,042
New +$422K 0.04% 461
2015
Q4 		– Sell
-14,438
Closed -$387K – 5797
2015
Q3 		$362K Buy
14,438
+11,393
+374% +$315K 0.03% 575
2015
Q2 		$89K Buy
+3,045
New +$104K 0.01% 1281

Other funds holding LUMN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Simplex Trading's LUMN Position: Q3 2026 in Review

Simplex Trading increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 346% in Q3 2026, buying an estimated $1.69M and bringing the position to 341,229 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Simplex Trading first reported a position in LUMN in Q2 2015 and has held it in 21 quarters since. The position peaked at $5.86M in Q1 2019. 425 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Simplex Trading held 341,229 shares of Lumen Technologies, Inc. Common Stock worth $1.91M as of Q3 2026.
  • Simplex Trading bought 264,755 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $1.69M.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #2039 holding.
  • Simplex Trading first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2015 and has held it in 21 quarters since.
  • Simplex Trading's Lumen Technologies, Inc. Common Stock position peaked at $5.86M in Q1 2019.
  • 425 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.