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Transamerica Financial Advisors’s Lumen LUMN Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-11
Closed -$85 – 2033
2025
Q4 		$85 Buy
+11
New +$91 ﹤0.01% 1696
2025
Q3 		– Sell
-1
Closed -$5 – 1605
2025
Q2 		$5 Buy
+1
New +$4 ﹤0.01% 564
2024
Q3 		– Sell
-1
Closed -$1K – 633
2024
Q2 		$1K Hold
1
– – ﹤0.01% 479
2024
Q1 		$1K Hold
1
– – ﹤0.01% 524
2023
Q4 		$1K Hold
1
– – ﹤0.01% 513
2023
Q3 		$1K Hold
1
– – ﹤0.01% 535
2023
Q2 		$1K Buy
+1
New +$2 ﹤0.01% 506
2023
Q1 		– Sell
-1
Closed -$1K – 670
2022
Q4 		$1K Hold
1
– – ﹤0.01% 560
2022
Q3 		$1K Hold
1
– – ﹤0.01% 526
2022
Q2 		$1K Buy
+1
New +$11 ﹤0.01% 542
2016
Q2 		– Sell
-662
Closed -$22K – 570
2016
Q1 		$22K Sell
662
-704
-52% -$19.7K ﹤0.01% 474
2015
Q4 		$35K Hold
1,366
– – ﹤0.01% 455
2015
Q3 		$35K Sell
1,366
-8,372
-86% -$232K ﹤0.01% 428
2015
Q2 		$287K Sell
9,738
-12,631
-56% -$430K 0.02% 296
2015
Q1 		$773K Buy
22,369
+65
+0.3% +$2.43K 0.05% 194
2014
Q4 		$883K Buy
22,304
+21,110
+1,768% +$845K 0.07% 138
2014
Q3 		$49K Hold
1,194
– – ﹤0.01% 344
2014
Q2 		$44K Buy
1,194
+283
+31% +$10.2K ﹤0.01% 381
2014
Q1 		$30K Buy
911
+394
+76% +$12.1K ﹤0.01% 378
2013
Q4 		$17K Buy
517
+413
+397% +$13.2K ﹤0.01% 420
2013
Q3 		$4K Sell
104
-7,555
-99% -$257K ﹤0.01% 507
2013
Q2 		$271K Buy
+7,659
New +$278K 0.04% 185

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Transamerica Financial Advisors's LUMN Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Lumen (LUMN) in Q1 2026, closing a stake of 11 shares — an estimated $85 sold.

Transamerica Financial Advisors first reported a position in LUMN in Q2 2013 and held it in 22 quarters. The position peaked at $883K in Q4 2014. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 11 Lumen shares in Q1 2026, an estimated $85.
  • Transamerica Financial Advisors first reported a position in Lumen in Q2 2013 and held it in 22 quarters.
  • Transamerica Financial Advisors's Lumen position peaked at $883K in Q4 2014.
  • 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.