Stratos Wealth Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.6K | Sell |
13,184
-965
| -7% | -$7.3K | ﹤0.01% | 1586 |
|
|
2025
Q4 | $110K | Buy |
14,149
+12
| +0.1% | +$99 | ﹤0.01% | 1550 |
|
|
2025
Q3 | $86.5K | Buy |
+14,137
| New | +$67.8K | ﹤0.01% | 1522 |
|
|
2025
Q1 | – | Sell |
-12,342
| Closed | -$65.5K | – | 1455 |
|
|
2024
Q4 | $65.5K | Sell |
12,342
-1,247
| -9% | -$8.6K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $96.5K | Buy |
13,589
+1,212
| +10% | +$5.17K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $13.6K | Buy |
12,377
+1,669
| +16% | +$2.12K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $16.7K | Buy |
10,708
+551
| +5% | +$861 | ﹤0.01% | 1375 |
|
|
2023
Q4 | $18.6K | Sell |
10,157
-8,347
| -45% | -$11.8K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $26.3K | Sell |
18,504
-374
| -2% | -$633 | ﹤0.01% | 1268 |
|
|
2023
Q2 | $42.7K | Buy |
+18,878
| New | +$41.6K | ﹤0.01% | 1179 |
|
|
2023
Q1 | – | Sell |
-47,017
| Closed | -$245K | – | 1188 |
|
|
2022
Q4 | $245K | Sell |
47,017
-20,230
| -30% | -$124K | 0.01% | 970 |
|
|
2022
Q3 | $490K | Buy |
67,247
+3,582
| +6% | +$36.4K | 0.01% | 692 |
|
|
2022
Q2 | $695K | Buy |
63,665
+320
| +0.5% | +$3.59K | 0.02% | 610 |
|
|
2022
Q1 | $714K | Buy |
63,345
+3,561
| +6% | +$40.8K | 0.02% | 667 |
|
|
2021
Q4 | $750K | Buy |
59,784
+5,760
| +11% | +$73.3K | 0.02% | 657 |
|
|
2021
Q3 | $669K | Buy |
54,024
+1,943
| +4% | +$24.4K | 0.02% | 655 |
|
|
2021
Q2 | $708K | Buy |
52,081
+9,587
| +23% | +$132K | 0.02% | 659 |
|
|
2021
Q1 | $567K | Buy |
+42,494
| New | +$528K | 0.02% | 678 |
|
|
2020
Q4 | – | Sell |
-79,218
| Closed | -$799K | – | 1100 |
|
|
2020
Q3 | $799K | Buy |
79,218
+10,513
| +15% | +$109K | 0.03% | 467 |
|
|
2020
Q2 | $689K | Buy |
68,705
+1,829
| +3% | +$18.3K | 0.02% | 485 |
|
|
2020
Q1 | $633K | Sell |
66,876
-4,742
| -7% | -$59.3K | 0.03% | 450 |
|
|
2019
Q4 | $946K | Sell |
71,618
-12,861
| -15% | -$172K | 0.04% | 407 |
|
|
2019
Q3 | $1.05M | Sell |
84,479
-8,174
| -9% | -$97.1K | 0.05% | 356 |
|
|
2019
Q2 | $1.09M | Buy |
92,653
+1,526
| +2% | +$17.2K | 0.05% | 346 |
|
|
2019
Q1 | $1.09M | Buy |
91,127
+11,172
| +14% | +$155K | 0.05% | 338 |
|
|
2018
Q4 | $1.21M | Sell |
79,955
-4,697
| -6% | -$89.6K | 0.06% | 291 |
|
|
2018
Q3 | $1.79M | Buy |
84,652
+10,858
| +15% | +$227K | 0.08% | 235 |
|
|
2018
Q2 | $1.38M | Buy |
73,794
+4,642
| +7% | +$84.3K | 0.06% | 299 |
|
|
2018
Q1 | $1.14M | Buy |
69,152
+6,582
| +11% | +$114K | 0.05% | 340 |
|
|
2017
Q4 | $1.04M | Sell |
62,570
-667
| -1% | -$11.3K | 0.05% | 343 |
|
|
2017
Q3 | $1.2M | Sell |
63,237
-105,225
| -62% | -$2.22M | 0.06% | 303 |
|
|
2017
Q2 | $4.02M | Buy |
168,462
+818
| +0.5% | +$20.6K | 0.21% | 109 |
|
|
2017
Q1 | $3.95M | Buy |
167,644
+8,678
| +5% | +$212K | 0.22% | 101 |
|
|
2016
Q4 | $3.78M | Buy |
158,966
+132,449
| +499% | +$3.36M | 0.24% | 95 |
|
|
2016
Q3 | $727K | Buy |
26,517
+5,057
| +24% | +$148K | 0.05% | 286 |
|
|
2016
Q2 | $623K | Sell |
21,460
-700
| -3% | -$20.4K | 0.05% | 292 |
|
|
2016
Q1 | $708K | Buy |
22,160
+3,266
| +17% | +$91.6K | 0.06% | 233 |
|
|
2015
Q4 | $475K | Sell |
18,894
-2,052
| -10% | -$55K | 0.04% | 315 |
|
|
2015
Q3 | $526K | Sell |
20,946
-2,765
| -12% | -$76.5K | 0.07% | 251 |
|
|
2015
Q2 | $697K | Sell |
23,711
-8,767
| -27% | -$299K | 0.09% | 199 |
|
|
2015
Q1 | $1.12M | Buy |
32,478
+3,283
| +11% | +$123K | 0.13% | 159 |
|
|
2014
Q4 | $1.16M | Buy |
29,195
+2,740
| +10% | +$110K | 0.21% | 116 |
|
|
2014
Q3 | $1.08M | Sell |
26,455
-764
| -3% | -$30K | 0.25% | 90 |
|
|
2014
Q2 | $983K | Buy |
+27,219
| New | +$977K | 0.33% | 90 |
|
Other funds holding LUMN
VPM
VCM
Stratos Wealth Partners's LUMN Position: Q1 2026 in Review
Stratos Wealth Partners reduced its Lumen (LUMN) stake by 6.8% in Q1 2026, selling an estimated $7.3K and leaving 13,184 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.
Stratos Wealth Partners first reported a position in LUMN in Q2 2014 and has held it in 44 quarters since. The position peaked at $4.02M in Q2 2017. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.
- Stratos Wealth Partners held 13,184 shares of Lumen worth $91.6K as of Q1 2026.
- Stratos Wealth Partners sold 965 Lumen shares in Q1 2026, an estimated $7.3K.
- Lumen made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1586 holding.
- Stratos Wealth Partners first reported a position in Lumen in Q2 2014 and has held it in 44 quarters since.
- Stratos Wealth Partners's Lumen position peaked at $4.02M in Q2 2017.
- 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.