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 		$9.57M Sell
1,377,000
-496,400
-26% -$3.76M 0.01% 717
2025
Q4 		$14.6M Sell
1,873,400
-1,060,000
-36% -$8.72M 0.01% 667
2025
Q3 		$18M Buy
2,933,400
+463,600
+19% +$2.23M 0.01% 686
2025
Q2 		$10.8M Buy
2,469,800
+129,400
+6% +$501K 0.01% 843
2025
Q1 		$9.17M Sell
2,340,400
-891,000
-28% -$4.44M 0.01% 942
2024
Q4 		$17.2M Sell
3,231,400
-162,800
-5% -$1.12M 0.01% 711
2024
Q3 		$24.1M Buy
3,394,200
+2,419,500
+248% +$10.3M 0.01% 569
2024
Q2 		$1.07M Sell
974,700
-714,700
-42% -$906K ﹤0.01% 2848
2024
Q1 		$2.63M Buy
1,689,400
+788,600
+88% +$1.23M ﹤0.01% 2136
2023
Q4 		$1.65M Sell
900,800
-732,800
-45% -$1.04M ﹤0.01% 2528
2023
Q3 		$2.32M Buy
1,633,600
+1,369,100
+518% +$2.32M ﹤0.01% 1943
2023
Q2 		$597K Sell
264,500
-176,500
-40% -$389K ﹤0.01% 3123
2023
Q1 		$1.17M Sell
441,000
-526,300
-54% -$2.12M ﹤0.01% 2449
2022
Q4 		$5.05M Sell
967,300
-970,500
-50% -$5.96M 0.01% 1212
2022
Q3 		$14.1M Buy
1,937,800
+584,400
+43% +$5.95M 0.02% 643
2022
Q2 		$14.8M Buy
1,353,400
+448,000
+49% +$5.03M 0.02% 635
2022
Q1 		$10.2M Buy
905,400
+633,300
+233% +$7.25M 0.01% 829
2021
Q4 		$3.41M Sell
272,100
-84,900
-24% -$1.08M ﹤0.01% 1526
2021
Q3 		$4.91M Sell
357,000
-4,000
-1% -$50.1K ﹤0.01% 1226
2021
Q2 		$4.91M Buy
+361,000
New +$4.98M ﹤0.01% 1207
2021
Q1 		– Sell
-4,007
Closed -$3.91M – 9478
2020
Q4 		$3.91M Sell
4,007
-2,942
-42% -$29K 0.01% 1172
2020
Q3 		$7.01M Sell
6,949
-1,830
-21% -$19K 0.01% 680
2020
Q2 		$8.8M Buy
8,779
+5,409
+161% +$54.1K 0.01% 567
2020
Q1 		$3.19M Sell
3,370
-51
-1% -$638 0.01% 948
2019
Q4 		$4.52M Buy
3,421
+1,774
+108% +$23.8K 0.01% 866
2019
Q3 		$2.06M Sell
1,647
-4,743
-74% -$56.3K 0.01% 1319
2019
Q2 		$7.51M Sell
6,390
-1,185
-16% -$13.3K 0.02% 505
2019
Q1 		$9.08M Buy
7,575
+5,258
+227% +$73.1K 0.03% 422
2018
Q4 		$3.51M Sell
2,317
-2,163
-48% -$41.3K 0.01% 748
2018
Q3 		$9.5M Buy
4,480
+1,920
+75% +$40.2K 0.03% 385
2018
Q2 		$4.77M Buy
2,560
+1,304
+104% +$23.7K 0.02% 584
2018
Q1 		$213K Buy
1,256
+357
+40% +$6.19K 0.01% 1197
2017
Q4 		$151K Sell
899
-363
-29% -$6.16K 0.01% 1497
2017
Q3 		$426K Buy
1,262
+234
+23% +$4.93K 0.02% 754
2017
Q2 		$175K Sell
1,028
-25
-2% -$628 0.01% 1289
2017
Q1 		$111K Buy
1,053
+262
+33% +$6.39K ﹤0.01% 1653
2016
Q4 		$119K Sell
791
-178
-18% -$4.52K 0.01% 1401
2016
Q3 		$141K Sell
969
-28
-3% -$817 0.01% 1284
2016
Q2 		$156K Buy
997
+142
+17% +$4.14K 0.01% 1164
2016
Q1 		$94K Buy
855
+420
+97% +$11.8K 0.01% 1408
2015
Q4 		$157K Sell
435
-97
-18% -$2.6K 0.01% 1043
2015
Q3 		$155K Buy
532
+200
+60% +$5.54K 0.01% 1088
2015
Q2 		$20K Buy
332
+306
+1,177% +$10.4K ﹤0.01% 2461
2015
Q1 		$2K Buy
26
+3
+13% +$112 ﹤0.01% 4136
2014
Q4 		$1K Buy
+23
New +$920 ﹤0.01% 4171

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.