TD Private Client Wealth’s Lumen Technologies, Inc. Common Stock 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 Q3	$252	Hold	45	–	–	﹤0.01%	1702
2026 Q2	$346	Hold	45	–	–	﹤0.01%	1599
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%	+$3.76K	﹤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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

TD Private Client Wealth's LUMN Position: Q3 2026 in Review

TD Private Client Wealth held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q3 2026 at 45 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

TD Private Client Wealth first reported a position in LUMN in Q1 2021 and has held it in 14 quarters since. The position peaked at $94.8K in Q2 2021. 493 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

TD Private Client Wealth held 45 shares of Lumen Technologies, Inc. Common Stock worth $252 as of Q3 2026.
TD Private Client Wealth left its Lumen Technologies, Inc. Common Stock share count unchanged in Q3 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1702 holding.
TD Private Client Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2021 and has held it in 14 quarters since.
TD Private Client Wealth's Lumen Technologies, Inc. Common Stock position peaked at $94.8K in Q2 2021.
493 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.