Westside Investment Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $323 | Hold |
42
| – | – | ﹤0.01% | 1423 |
|
|
2026
Q1 | $292 | Hold |
42
| – | – | ﹤0.01% | 1446 |
|
|
2025
Q4 | $326 | Hold |
42
| – | – | ﹤0.01% | 1454 |
|
|
2025
Q3 | $257 | Hold |
42
| – | – | ﹤0.01% | 1362 |
|
|
2025
Q2 | $184 | Hold |
42
| – | – | ﹤0.01% | 1266 |
|
|
2025
Q1 | $165 | Hold |
42
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $223 | Hold |
42
| – | – | ﹤0.01% | 971 |
|
|
2024
Q3 | $298 | Hold |
42
| – | – | ﹤0.01% | 970 |
|
|
2024
Q2 | $46 | Hold |
42
| – | – | ﹤0.01% | 977 |
|
|
2024
Q1 | $66 | Hold |
42
| – | – | ﹤0.01% | 891 |
|
|
2023
Q4 | $77 | Hold |
42
| – | – | ﹤0.01% | 858 |
|
|
2023
Q3 | $60 | Hold |
42
| – | – | ﹤0.01% | 833 |
|
|
2023
Q2 | $95 | Hold |
42
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $111 | Hold |
42
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $0 | Hold |
42
| – | – | ﹤0.01% | 826 |
|
|
2022
Q3 | $0 | Hold |
42
| – | – | ﹤0.01% | 830 |
|
|
2022
Q2 | $0 | Hold |
42
| – | – | ﹤0.01% | 816 |
|
|
2022
Q1 | $0 | Hold |
42
| – | – | ﹤0.01% | 797 |
|
|
2021
Q4 | $0 | Hold |
42
| – | – | ﹤0.01% | 783 |
|
|
2021
Q3 | $0 | Hold |
42
| – | – | ﹤0.01% | 757 |
|
|
2021
Q2 | $0 | Hold |
42
| – | – | ﹤0.01% | 749 |
|
|
2021
Q1 | $0 | Hold |
42
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $0 | Hold |
42
| – | – | ﹤0.01% | 664 |
|
|
2020
Q3 | $1 | Hold |
42
| – | – | ﹤0.01% | 644 |
|
|
2020
Q2 | $1 | Hold |
42
| – | – | ﹤0.01% | 632 |
|
|
2020
Q1 | $1 | Buy |
+42
| New | +$525 | ﹤0.01% | 642 |
|
|
2019
Q2 | $0 | Buy |
+42
| New | +$473 | ﹤0.01% | 668 |
|
|
2018
Q4 | $6.7K | Hold |
442
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $9.48K | Hold |
442
| – | – | ﹤0.01% | 504 |
|
|
2018
Q2 | $8.19K | Sell |
442
-10,000
| -96% | -$182K | ﹤0.01% | 603 |
|
|
2018
Q1 | $170K | Hold |
10,442
| – | – | 0.09% | 167 |
|
|
2017
Q4 | $180K | Buy |
10,442
+8,000
| +328% | +$136K | 0.1% | 160 |
|
|
2017
Q3 | $49.1K | Buy |
2,442
+895
| +58% | +$18.8K | 0.03% | 270 |
|
|
2017
Q2 | $36.3K | Hold |
1,547
| – | – | 0.02% | 295 |
|
|
2017
Q1 | $37.5K | Buy |
1,547
+1,400
| +952% | +$34.2K | 0.02% | 280 |
|
|
2016
Q4 | $3.71K | Buy |
+147
| New | +$3.73K | ﹤0.01% | 546 |
|
Other funds holding LUMN
Westside Investment Management's LUMN Position: Q2 2026 in Review
Westside Investment Management held its Lumen (LUMN) position steady in Q2 2026 at 42 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1423.
Westside Investment Management first reported a position in LUMN in Q4 2016 and has held it in 36 quarters since. The position peaked at $180K in Q4 2017. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Westside Investment Management held 42 shares of Lumen worth $323 as of Q2 2026.
- Westside Investment Management left its Lumen share count unchanged in Q2 2026.
- Lumen made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1423 holding.
- Westside Investment Management first reported a position in Lumen in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Lumen position peaked at $180K in Q4 2017.
- 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.