TWC
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TD Waterhouse Canada’s Lumen LUMN Stock Holding History

TD Waterhouse Canada’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
-700
Closed -$4.93K – 2472
2026
Q1 		$4.93K Hold
700
– – ﹤0.01% 1912
2025
Q4 		$5.43K Sell
700
-1,675
-71% -$13.8K ﹤0.01% 1673
2025
Q3 		$14.4K Hold
2,375
– – ﹤0.01% 1466
2025
Q2 		$10.7K Sell
2,375
-157
-6% -$608 ﹤0.01% 1444
2025
Q1 		$9.69K Buy
2,532
+625
+33% +$3.11K ﹤0.01% 1411
2024
Q4 		$10.1K Hold
1,907
– – ﹤0.01% 1408
2024
Q3 		$12.8K Hold
1,907
– – ﹤0.01% 1314
2024
Q2 		$2.1K Sell
1,907
-27
-1% -$34 ﹤0.01% 1637
2024
Q1 		$2.77K Buy
1,934
+727
+60% +$1.14K ﹤0.01% 1629
2023
Q4 		$2.19K Sell
1,207
-345
-22% -$489 ﹤0.01% 1487
2023
Q3 		$2.4K Sell
1,552
-265
-15% -$449 ﹤0.01% 1481
2023
Q2 		$4.44K Buy
1,817
+195
+12% +$429 ﹤0.01% 1415
2023
Q1 		$4.33K Buy
1,622
+150
+10% +$605 ﹤0.01% 1401
2022
Q4 		$8.2K Buy
1,472
+265
+22% +$1.63K ﹤0.01% 1248
2022
Q3 		$9.82K Buy
1,207
+700
+138% +$7.12K ﹤0.01% 1234
2022
Q2 		$6.15K Hold
507
– – ﹤0.01% 1341
2022
Q1 		$6.28K Hold
507
– – ﹤0.01% 1418
2021
Q4 		$7.06K Buy
+507
New +$6.45K ﹤0.01% 1400

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 $3.37T AUM 44.26% 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

TD Waterhouse Canada's LUMN Position: Q2 2026 in Review

TD Waterhouse Canada sold out of Lumen (LUMN) in Q2 2026, closing a stake of 700 shares — an estimated $4.93K sold.

TD Waterhouse Canada first reported a position in LUMN in Q4 2021 and held it in 18 quarters. The position peaked at $14.4K in Q3 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • TD Waterhouse Canada reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • TD Waterhouse Canada sold 700 Lumen shares in Q2 2026, an estimated $4.93K.
  • TD Waterhouse Canada first reported a position in Lumen in Q4 2021 and held it in 18 quarters.
  • TD Waterhouse Canada's Lumen position peaked at $14.4K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.