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Sunbelt Securities’s Lumen LUMN Stock Holding History

Sunbelt Securities’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 		$61.1K Sell
8,785
-18
-0.2% -$136 ﹤0.01% 978
2025
Q4 		$68.4K Sell
8,803
-12,668
-59% -$104K ﹤0.01% 917
2025
Q3 		$131K Sell
21,471
-653
-3% -$3.13K 0.01% 755
2025
Q2 		$117K Buy
22,124
+156
+0.7% +$605 0.01% 731
2025
Q1 		$86.1K Sell
21,968
-156
-0.7% -$777 0.01% 768
2024
Q4 		$119K Buy
22,124
+1
+0% +$7 0.01% 723
2024
Q3 		$157K Buy
22,123
+176
+0.8% +$751 0.02% 659
2024
Q2 		$24.1K Buy
21,947
+20,419
+1,336% +$25.9K ﹤0.01% 1080
2024
Q1 		$2.38K Hold
1,528
– – ﹤0.01% 1491
2023
Q4 		$2.8K Sell
1,528
-124
-8% -$176 ﹤0.01% 1408
2023
Q3 		$2.35K Hold
1,652
– – ﹤0.01% 1451
2023
Q2 		$3.73K Sell
1,652
-36
-2% -$79 ﹤0.01% 1377
2023
Q1 		$4.32K Buy
+1,688
New +$6.81K ﹤0.01% 1326
2020
Q1 		– Sell
-55,793
Closed -$737K – 531
2019
Q4 		$737K Sell
55,793
-6,763
-11% -$90.7K 0.08% 242
2019
Q3 		$781K Buy
+62,556
New +$743K 0.09% 216
2018
Q4 		– Sell
-11,041
Closed -$234K – 238
2018
Q3 		$234K Buy
+11,041
New +$231K 0.13% 195

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

Sunbelt Securities's LUMN Position: Q1 2026 in Review

Sunbelt Securities reduced its Lumen (LUMN) stake by 0.2% in Q1 2026, selling an estimated $136 and leaving 8,785 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Sunbelt Securities first reported a position in LUMN in Q3 2018 and has held it in 16 quarters since. The position peaked at $781K in Q3 2019. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Sunbelt Securities held 8,785 shares of Lumen worth $61.1K as of Q1 2026.
  • Sunbelt Securities sold 18 Lumen shares in Q1 2026, an estimated $136.
  • Lumen made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #978 holding.
  • Sunbelt Securities first reported a position in Lumen in Q3 2018 and has held it in 16 quarters since.
  • Sunbelt Securities's Lumen position peaked at $781K in Q3 2019.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.