Simplex Trading
LUMN icon

Simplex Trading’s Lumen 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
Q1 		$4.89M Sell
703,100
-535,200
-43% -$4.05M ﹤0.01% 1129
2025
Q4 		$9.62M Sell
1,238,300
-1,012,000
-45% -$8.33M 0.01% 868
2025
Q3 		$13.8M Buy
2,250,300
+1,081,700
+93% +$5.19M 0.01% 787
2025
Q2 		$5.12M Sell
1,168,600
-181,700
-13% -$704K ﹤0.01% 1326
2025
Q1 		$5.29M Sell
1,350,300
-187,900
-12% -$936K ﹤0.01% 1274
2024
Q4 		$8.17M Sell
1,538,200
-30,400
-2% -$210K ﹤0.01% 1159
2024
Q3 		$11.1M Buy
1,568,600
+1,112,600
+244% +$4.75M 0.01% 974
2024
Q2 		$501K Sell
456,000
-4,500
-1% -$5.71K ﹤0.01% 3663
2024
Q1 		$718K Buy
460,500
+179,600
+64% +$281K ﹤0.01% 3466
2023
Q4 		$514K Sell
280,900
-234,400
-45% -$332K ﹤0.01% 3667
2023
Q3 		$731K Sell
515,300
-548,400
-52% -$928K ﹤0.01% 3000
2023
Q2 		$2.4M Sell
1,063,700
-448,000
-30% -$987K ﹤0.01% 1824
2023
Q1 		$4.01M Sell
1,511,700
-1,307,300
-46% -$5.27M ﹤0.01% 1448
2022
Q4 		$14.7M Buy
2,819,000
+1,365,600
+94% +$8.39M 0.02% 687
2022
Q3 		$10.6M Sell
1,453,400
-276,400
-16% -$2.81M 0.01% 781
2022
Q2 		$18.9M Buy
1,729,800
+323,700
+23% +$3.63M 0.02% 520
2022
Q1 		$15.8M Buy
1,406,100
+409,400
+41% +$4.69M 0.01% 618
2021
Q4 		$12.5M Buy
996,700
+206,400
+26% +$2.63M 0.01% 691
2021
Q3 		$10.9M Buy
790,300
+31,200
+4% +$391K 0.01% 688
2021
Q2 		$10.3M Buy
+759,100
New +$10.5M 0.01% 701
2021
Q1 		– Sell
-3,725
Closed -$3.63M – 9477
2020
Q4 		$3.63M Buy
3,725
+916
+33% +$9.04K ﹤0.01% 1229
2020
Q3 		$2.83M Sell
2,809
-476
-14% -$4.95K ﹤0.01% 1252
2020
Q2 		$3.29M Buy
3,285
+740
+29% +$7.4K 0.01% 1122
2020
Q1 		$2.41M Sell
2,545
-234
-8% -$2.93K ﹤0.01% 1137
2019
Q4 		$3.67M Sell
2,779
-779
-22% -$10.4K 0.01% 997
2019
Q3 		$4.44M Buy
3,558
+1,484
+72% +$17.6K 0.01% 781
2019
Q2 		$2.44M Sell
2,074
-1,847
-47% -$20.8K 0.01% 1164
2019
Q1 		$4.7M Sell
3,921
-902
-19% -$12.5K 0.01% 721
2018
Q4 		$7.31M Buy
4,823
+3,133
+185% +$59.8K 0.02% 431
2018
Q3 		$3.58M Buy
1,690
+417
+33% +$8.72K 0.01% 824
2018
Q2 		$2.37M Sell
1,273
-202
-14% -$3.67K 0.01% 1020
2018
Q1 		$114K Sell
1,475
-3,314
-69% -$57.5K 0.01% 1706
2017
Q4 		$361K Buy
4,789
+3,486
+268% +$59.1K 0.02% 886
2017
Q3 		$23K Buy
1,303
+490
+60% +$10.3K ﹤0.01% 3025
2017
Q2 		$26K Sell
813
-548
-40% -$13.8K ﹤0.01% 3029
2017
Q1 		$45K Buy
1,361
+96
+8% +$2.34K ﹤0.01% 2470
2016
Q4 		$43K Sell
1,265
-463
-27% -$11.8K ﹤0.01% 2289
2016
Q3 		$37K Buy
1,728
+659
+62% +$19.2K ﹤0.01% 2370
2016
Q2 		$77K Sell
1,069
-162
-13% -$4.72K 0.01% 1681
2016
Q1 		$156K Buy
1,231
+595
+94% +$16.7K 0.01% 1025
2015
Q4 		$11K Buy
636
+273
+75% +$7.32K ﹤0.01% 3209
2015
Q3 		$11K Buy
363
+43
+13% +$1.19K ﹤0.01% 3341
2015
Q2 		$1K Buy
320
+82
+34% +$2.79K ﹤0.01% 4702
2015
Q1 		$4K Buy
238
+13
+6% +$485 ﹤0.01% 3681
2014
Q4 		$22K Buy
+225
New +$9K ﹤0.01% 1972

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Simplex Trading's LUMN Position: Q1 2026 in Review

Simplex Trading sold out of Lumen (LUMN) in Q1 2026, closing a stake of 338,757 shares — an estimated $2.56M sold.

Simplex Trading first reported a position in LUMN in Q2 2015 and held it in 19 quarters. The position peaked at $5.86M in Q1 2019. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Simplex Trading reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 338,757 Lumen shares in Q1 2026, an estimated $2.56M.
  • Simplex Trading first reported a position in Lumen in Q2 2015 and held it in 19 quarters.
  • Simplex Trading's Lumen position peaked at $5.86M in Q1 2019.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.