TD Private Client Wealth’s Lumen LUMN Stock Holding History

TD Private Client Wealth’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	$313	Sell	45 -75	-63%	-$568	﹤0.01%	1526
2025 Q4	$932	Hold	120	–	–	﹤0.01%	1380
2025 Q3	$734	Buy	+120	New	+$576	﹤0.01%	1387
2023 Q3	–	Sell	-430	Closed	-$972	–	1252
2023 Q2	$972	Sell	430 -2,438	-85%	-$5.37K	﹤0.01%	1211
2023 Q1	$7.6K	Buy	+2,868	New	+$11.6K	﹤0.01%	1068
2022 Q4	–	Sell	-7,097	Closed	-$51.7K	–	1242
2022 Q3	$51.7K	Buy	7,097 +2,129	+43%	+$21.7K	﹤0.01%	717
2022 Q2	$54.2K	Sell	4,968 -221	-4%	-$2.48K	﹤0.01%	717
2022 Q1	$58.5K	Buy	5,189 +328	+7%	+$3.75K	﹤0.01%	740
2021 Q4	$61K	Sell	4,861 -2,607	-35%	-$33.2K	﹤0.01%	717
2021 Q3	$92.5K	Buy	7,468 +493	+7%	+$6.18K	﹤0.01%	640
2021 Q2	$94.8K	Sell	6,975 -16	-0.2%	-$221	﹤0.01%	626
2021 Q1	$93.3K	Buy	+6,991	New	+$86.8K	﹤0.01%	607

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TD Private Client Wealth's LUMN Position: Q1 2026 in Review

TD Private Client Wealth reduced its Lumen (LUMN) stake by 63% in Q1 2026, selling an estimated $568 and leaving 45 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

TD Private Client Wealth first reported a position in LUMN in Q1 2021 and has held it in 12 quarters since. The position peaked at $94.8K in Q2 2021. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

TD Private Client Wealth held 45 shares of Lumen worth $313 as of Q1 2026.
TD Private Client Wealth sold 75 Lumen shares in Q1 2026, an estimated $568.
Lumen made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1526 holding.
TD Private Client Wealth first reported a position in Lumen in Q1 2021 and has held it in 12 quarters since.
TD Private Client Wealth's Lumen position peaked at $94.8K in Q2 2021.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.