UBS Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4K | Hold |
1,500
| – | – | ﹤0.01% | 8364 |
|
|
2025
Q4 | $11.7K | Sell |
1,500
-98,500
| -99% | -$811K | ﹤0.01% | 8155 |
|
|
2025
Q3 | $612K | Buy |
+100,000
| New | +$480K | ﹤0.01% | 5937 |
|
|
2025
Q2 | – | Sell |
-273,200
| Closed | -$1.07M | – | 10603 |
|
|
2025
Q1 | $1.07M | Sell |
273,200
-837,400
| -75% | -$4.17M | ﹤0.01% | 5237 |
|
|
2024
Q4 | $5.9M | Buy |
1,110,600
+289,000
| +35% | +$1.99M | ﹤0.01% | 3635 |
|
|
2024
Q3 | $5.83M | Buy |
821,600
+721,600
| +722% | +$3.08M | ﹤0.01% | 2920 |
|
|
2024
Q2 | $110K | Hold |
100,000
| – | – | ﹤0.01% | 6106 |
|
|
2024
Q1 | $156K | Sell |
100,000
-400,000
| -80% | -$625K | ﹤0.01% | 6016 |
|
|
2023
Q4 | $915K | Buy |
+500,000
| New | +$709K | ﹤0.01% | 4585 |
|
|
2023
Q2 | – | Sell |
-200,000
| Closed | -$530K | – | 9334 |
|
|
2023
Q1 | $530K | Buy |
200,000
+142,800
| +250% | +$576K | ﹤0.01% | 4639 |
|
|
2022
Q4 | $299K | Sell |
57,200
-120,600
| -68% | -$741K | ﹤0.01% | 5134 |
|
|
2022
Q3 | $1.29M | Hold |
177,800
| – | – | ﹤0.01% | 3526 |
|
|
2022
Q2 | $1.94M | Sell |
177,800
-412,400
| -70% | -$4.63M | ﹤0.01% | 3176 |
|
|
2022
Q1 | $6.65M | Buy |
590,200
+241,300
| +69% | +$2.76M | ﹤0.01% | 2273 |
|
|
2021
Q4 | $4.38M | Sell |
348,900
-137,500
| -28% | -$1.75M | ﹤0.01% | 2963 |
|
|
2021
Q3 | $6.03M | Sell |
486,400
-203,690
| -30% | -$2.55M | ﹤0.01% | 2473 |
|
|
2021
Q2 | $9.38M | Buy |
+690,090
| New | +$9.52M | ﹤0.01% | 2092 |
|
|
2021
Q1 | – | Sell |
-360,000
| Closed | -$3.51M | – | 9281 |
|
|
2020
Q4 | $3.51M | Buy |
360,000
+310,000
| +620% | +$3.06M | ﹤0.01% | 2826 |
|
|
2020
Q3 | $505K | Sell |
50,000
-100,000
| -67% | -$1.04M | ﹤0.01% | 4196 |
|
|
2020
Q2 | $1.5M | Sell |
150,000
-31,600
| -17% | -$316K | ﹤0.01% | 3148 |
|
|
2020
Q1 | $1.72M | Sell |
181,600
-499,500
| -73% | -$6.25M | ﹤0.01% | 2898 |
|
|
2019
Q4 | $9M | Buy |
681,100
+166,400
| +32% | +$2.23M | ﹤0.01% | 2050 |
|
|
2019
Q3 | $6.42M | Buy |
514,700
+200,000
| +64% | +$2.38M | ﹤0.01% | 2150 |
|
|
2019
Q2 | $3.7M | Hold |
314,700
| – | – | ﹤0.01% | 2579 |
|
|
2019
Q1 | $3.77M | Sell |
314,700
-244,200
| -44% | -$3.39M | ﹤0.01% | 2431 |
|
|
2018
Q4 | $8.47M | Sell |
558,900
-1,030,000
| -65% | -$19.7M | ﹤0.01% | 1702 |
|
|
2018
Q3 | $33.7M | Buy |
1,588,900
+1,462,900
| +1,161% | +$30.6M | 0.01% | 878 |
|
|
2018
Q2 | $2.35M | Sell |
126,000
-175,000
| -58% | -$3.18M | ﹤0.01% | 3022 |
|
|
2018
Q1 | $4.95M | Sell |
301,000
-608,600
| -67% | -$10.6M | ﹤0.01% | 2321 |
|
|
2017
Q4 | $15.2M | Buy |
909,600
+805,500
| +774% | +$13.7M | 0.01% | 1381 |
|
|
2017
Q3 | $1.97M | Sell |
104,100
-286,300
| -73% | -$6.03M | ﹤0.01% | 3141 |
|
|
2017
Q2 | $9.32M | Buy |
390,400
+240,200
| +160% | +$6.03M | ﹤0.01% | 1587 |
|
|
2017
Q1 | $3.54M | Buy |
150,200
+144,900
| +2,734% | +$3.54M | ﹤0.01% | 2402 |
|
|
2016
Q4 | $126K | Buy |
5,300
+4,800
| +960% | +$122K | ﹤0.01% | 5129 |
|
|
2016
Q3 | $13K | Buy |
500
+400
| +400% | +$11.7K | ﹤0.01% | 6604 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 7330 |
|
|
2016
Q1 | $3K | Sell |
100
-2,400
| -96% | -$67.3K | ﹤0.01% | 7198 |
|
|
2015
Q4 | $63K | Sell |
2,500
-100
| -4% | -$2.68K | ﹤0.01% | 5615 |
|
|
2015
Q3 | $65K | Sell |
2,600
-5,300
| -67% | -$147K | ﹤0.01% | 5587 |
|
|
2015
Q2 | $232K | Sell |
7,900
-5,500
| -41% | -$187K | ﹤0.01% | 4744 |
|
|
2015
Q1 | $463K | Sell |
13,400
-692,400
| -98% | -$25.9M | ﹤0.01% | 4204 |
|
|
2014
Q4 | $27.9M | Buy |
+705,800
| New | +$28.2M | 0.02% | 807 |
|
Other funds holding LUMN
VPM
VCM
UBS Group's LUMN Position: Q1 2026 in Review
UBS Group reduced its Lumen (LUMN) stake by 22% in Q1 2026, selling an estimated $9.26M and leaving 4,353,030 shares worth $30.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.
UBS Group first reported a position in LUMN in Q4 2014 and has held it in 46 quarters since. The position peaked at $108M in Q3 2018. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.
- UBS Group held 4,353,030 shares of Lumen worth $30.3M as of Q1 2026.
- UBS Group sold 1,223,048 Lumen shares in Q1 2026, an estimated $9.26M.
- Lumen made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2161 holding.
- UBS Group first reported a position in Lumen in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Lumen position peaked at $108M in Q3 2018.
- 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.