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 | $4.2M | Sell |
604,800
-100,100
| -14% | -$758K | ﹤0.01% | 4249 |
|
|
2025
Q4 | $5.48M | Sell |
704,900
-240,800
| -25% | -$1.98M | ﹤0.01% | 3941 |
|
|
2025
Q3 | $5.79M | Buy |
945,700
+453,000
| +92% | +$2.17M | ﹤0.01% | 3890 |
|
|
2025
Q2 | $2.16M | Sell |
492,700
-391,500
| -44% | -$1.52M | ﹤0.01% | 4743 |
|
|
2025
Q1 | $3.47M | Sell |
884,200
-1,012,100
| -53% | -$5.04M | ﹤0.01% | 4169 |
|
|
2024
Q4 | $10.1M | Buy |
1,896,300
+211,600
| +13% | +$1.46M | ﹤0.01% | 3031 |
|
|
2024
Q3 | $12M | Buy |
1,684,700
+172,600
| +11% | +$737K | ﹤0.01% | 2203 |
|
|
2024
Q2 | $1.66M | Sell |
1,512,100
-300,000
| -17% | -$380K | ﹤0.01% | 3957 |
|
|
2024
Q1 | $2.83M | Sell |
1,812,100
-763,900
| -30% | -$1.19M | ﹤0.01% | 3596 |
|
|
2023
Q4 | $4.71M | Buy |
2,576,000
+119,700
| +5% | +$170K | ﹤0.01% | 2851 |
|
|
2023
Q3 | $3.49M | Buy |
2,456,300
+380,300
| +18% | +$644K | ﹤0.01% | 2922 |
|
|
2023
Q2 | $4.69M | Buy |
2,076,000
+250,000
| +14% | +$551K | ﹤0.01% | 2656 |
|
|
2023
Q1 | $4.84M | Buy |
+1,826,000
| New | +$7.37M | ﹤0.01% | 2552 |
|
|
2022
Q4 | – | Sell |
-175,900
| Closed | -$1.28M | – | 10973 |
|
|
2022
Q3 | $1.28M | Buy |
+175,900
| New | +$1.79M | ﹤0.01% | 3537 |
|
|
2022
Q1 | – | Sell |
-17,834
| Closed | -$224K | – | 10624 |
|
|
2021
Q4 | $224K | Sell |
17,834
-50,240
| -74% | -$639K | ﹤0.01% | 5587 |
|
|
2021
Q3 | $843K | Sell |
68,074
-49
| -0.1% | -$614 | ﹤0.01% | 4332 |
|
|
2021
Q2 | $926K | Buy |
68,123
+67,444
| +9,933% | +$931K | ﹤0.01% | 4241 |
|
|
2021
Q1 | $9K | Sell |
679
-639,321
| -100% | -$7.94M | ﹤0.01% | 8009 |
|
|
2020
Q4 | $6.24M | Buy |
640,000
+340,000
| +113% | +$3.36M | ﹤0.01% | 2242 |
|
|
2020
Q3 | $3.03M | Sell |
300,000
-150,000
| -33% | -$1.56M | ﹤0.01% | 2668 |
|
|
2020
Q2 | $4.51M | Sell |
450,000
-857,600
| -66% | -$8.58M | ﹤0.01% | 2120 |
|
|
2020
Q1 | $12.4M | Sell |
1,307,600
-435,100
| -25% | -$5.44M | 0.01% | 1265 |
|
|
2019
Q4 | $23M | Sell |
1,742,700
-204,900
| -11% | -$2.75M | 0.01% | 1277 |
|
|
2019
Q3 | $24.3M | Buy |
1,947,600
+711,500
| +58% | +$8.45M | 0.01% | 1109 |
|
|
2019
Q2 | $14.5M | Buy |
1,236,100
+89,300
| +8% | +$1M | 0.01% | 1457 |
|
|
2019
Q1 | $13.8M | Buy |
1,146,800
+906,900
| +378% | +$12.6M | 0.01% | 1425 |
|
|
2018
Q4 | $3.63M | Sell |
239,900
-479,700
| -67% | -$9.16M | ﹤0.01% | 2462 |
|
|
2018
Q3 | $15.3M | Sell |
719,600
-1,063,400
| -60% | -$22.3M | 0.01% | 1410 |
|
|
2018
Q2 | $33.2M | Buy |
1,783,000
+23,000
| +1% | +$418K | 0.01% | 875 |
|
|
2018
Q1 | $28.9M | Sell |
1,760,000
-1,299,700
| -42% | -$22.5M | 0.01% | 926 |
|
|
2017
Q4 | $51M | Buy |
3,059,700
+2,194,000
| +253% | +$37.2M | 0.02% | 661 |
|
|
2017
Q3 | $16.4M | Buy |
865,700
+624,000
| +258% | +$13.1M | 0.01% | 1239 |
|
|
2017
Q2 | $5.77M | Buy |
241,700
+120,900
| +100% | +$3.04M | ﹤0.01% | 2018 |
|
|
2017
Q1 | $2.85M | Sell |
120,800
-461,200
| -79% | -$11.3M | ﹤0.01% | 2600 |
|
|
2016
Q4 | $13.8M | Buy |
582,000
+800
| +0.1% | +$20.3K | 0.01% | 1272 |
|
|
2016
Q3 | $15.9M | Sell |
581,200
-49,500
| -8% | -$1.44M | 0.01% | 1111 |
|
|
2016
Q2 | $18.3M | Buy |
630,700
+50,700
| +9% | +$1.48M | 0.01% | 984 |
|
|
2016
Q1 | $18.5M | Buy |
580,000
+572,300
| +7,432% | +$16M | 0.01% | 934 |
|
|
2015
Q4 | $194K | Sell |
7,700
-185,400
| -96% | -$4.97M | ﹤0.01% | 4694 |
|
|
2015
Q3 | $4.85M | Buy |
193,100
+184,900
| +2,255% | +$5.12M | ﹤0.01% | 1944 |
|
|
2015
Q2 | $241K | Hold |
8,200
| – | – | ﹤0.01% | 4714 |
|
|
2015
Q1 | $283K | Sell |
8,200
-28,000
| -77% | -$1.05M | ﹤0.01% | 4602 |
|
|
2014
Q4 | $1.43M | Buy |
+36,200
| New | +$1.45M | ﹤0.01% | 3240 |
|
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.