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Sound Income Strategies’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Sound Income Strategies’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 		– Sell
-1,906
Closed -$13.5K – 1578
2026
Q1 		$13.5K Sell
1,906
-10,000
-84% -$75.7K ﹤0.01% 1366
2025
Q4 		$101K Buy
11,906
+1,513
+15% +$12.5K ﹤0.01% 583
2025
Q3 		$71.2K Hold
10,393
– – ﹤0.01% 479
2025
Q2 		$45.5K Sell
10,393
-1
-0% -$4 ﹤0.01% 543
2025
Q1 		$40.7K Buy
10,394
+20
+0.2% +$100 ﹤0.01% 553
2024
Q4 		$55.1K Buy
10,374
+2
+0% +$14 ﹤0.01% 438
2024
Q3 		$73.6K Buy
10,372
+10,000
+2,688% +$42.7K ﹤0.01% 385
2024
Q2 		$410 Sell
372
-480
-56% -$609 ﹤0.01% 1294
2024
Q1 		$1.33K Buy
852
+481
+130% +$752 ﹤0.01% 1135
2023
Q4 		$679 Sell
371
-210
-36% -$298 ﹤0.01% 1207
2023
Q3 		$825 Buy
+581
New +$984 ﹤0.01% 1021
2021
Q1 		– Sell
-267
Closed -$3K – 1013
2020
Q4 		$3K Buy
267
+110
+70% +$1.09K ﹤0.01% 673
2020
Q3 		$2K Hold
157
– – ﹤0.01% 672
2020
Q2 		$2K Hold
157
– – ﹤0.01% 646
2020
Q1 		$1K Hold
157
– – ﹤0.01% 675
2019
Q4 		$2K Hold
157
– – ﹤0.01% 576
2019
Q3 		$2K Hold
157
– – ﹤0.01% 538
2019
Q2 		$2K Sell
157
-1,039
-87% -$11.7K ﹤0.01% 554
2019
Q1 		$14K Buy
1,196
+865
+261% +$12K 0.01% 276
2018
Q4 		$5K Sell
331
-65
-16% -$1.24K ﹤0.01% 438
2018
Q3 		$8K Buy
396
+72
+22% +$1.51K ﹤0.01% 386
2018
Q2 		$6K Sell
324
-34
-9% -$617 ﹤0.01% 398
2018
Q1 		$6K Buy
358
+208
+139% +$3.61K ﹤0.01% 358
2017
Q4 		$3K Buy
+150
New +$2.54K ﹤0.01% 380

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sound Income Strategies's LUMN Position: Q2 2026 in Review

Sound Income Strategies sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026, closing a stake of 1,906 shares — an estimated $13.5K sold.

Sound Income Strategies first reported a position in LUMN in Q4 2017 and held it in 24 quarters. The position peaked at $101K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Sound Income Strategies reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,906 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $13.5K.
  • Sound Income Strategies first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 24 quarters.
  • Sound Income Strategies's Lumen Technologies, Inc. Common Stock position peaked at $101K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.