CapWealth Advisors, LLC LUMN — LUMEN TECHNOLOGIES INC COM

Ownership history in CapWealth Advisors, LLC  ·  30 quarters on record

AI Ownership Summary

CapWealth Advisors, LLC reported LUMEN TECHNOLOGIES INC COM (LUMN) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.54% in 2025 Q4. The latest visible filing shows LUMN at 3.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LUMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CapWealth Advisors, LLC's position in LUMEN TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LUMN was reported at 3.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUMN stock page CapWealth Advisors, LLC fund profile CapWealth Advisors, LLC full holdings
How CapWealth Advisors, LLC held LUMN — position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 17 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 6,699,685 +1,204,970 +21.9% 3.54% $52.1M 2026-02-14 (Est.) $8.39
2025 Q3 ADDED — — — 5,494,715 +4,994,715 +998.9% 3.03% $33.6M 2025-10-21 $7.17
2025 Q3 UNCHANGED — — — 500,000 — 0% 0.28% $3.1M 2025-10-21 $7.17
2025 Q2 REDUCED 88.6% +34.5% ❌ 500,000 -3,890,879 -88.6% 0.22% $2.2M 2025-07-29 $4.59
2025 Q2 ADDED — — — 4,390,879 +3,890,879 +778.2% 1.89% $19.2M 2025-07-29 $4.59
2025 Q1 REDUCED 87.6% +11.7% ❌ 500,000 -3,546,267 -87.6% 0.21% $2.0M 2025-04-30 $3.54
2025 Q1 ADDED — — — 4,046,267 +212,298 +5.5% 1.72% $15.9M 2025-04-30 $3.54
2024 Q4 ADDED — — — 3,833,969 +2,983,969 +351.1% 2.23% $20.4M 2025-01-30 $5.00
2024 Q4 ADDED — — — 850,000 +250,000 +41.7% 0.49% $4.5M 2025-01-30 $5.00
2024 Q3 REDUCED 84.6% -23.9% ✅ 600,000 -3,290,180 -84.6% 0.46% $4.3M 2024-10-31 $6.39
2024 Q3 ADDED — — — 3,890,180 +3,290,180 +548.4% 3.00% $27.6M 2024-10-31 $6.39
2024 Q2 REDUCED 83.9% +545.5% ❌ 600,000 -3,119,155 -83.9% 0.08% $660K 2024-08-05 $2.59
2024 Q2 ADDED — — — 3,719,155 +3,119,155 +519.9% 0.52% $4.1M 2024-08-05 $2.59
2024 Q1 REDUCED 81.9% -28.9% ✅ 600,000 -2,723,905 -81.9% 0.00% $936 2024-05-03 $1.32
2024 Q1 ADDED — — — 3,323,905 +333,357 +11.1% 0.58% $5.2M 2024-05-03 $1.32
2023 Q4 ADDED — — — 2,990,548 +2,390,548 +398.4% 0.67% $5.5M 2024-01-31 $1.22
2023 Q4 ADDED — — — 600,000 +200,000 +50.0% 0.00% $1K 2024-01-31 $1.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LUMN

As of 2026 Q1 — sorted by position size

October Effect Ltd 1.31% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.5% Family Legacy Financial Solutions, LLC 0.47% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.37% Bayforest Capital Ltd 0.24% Counterpoint Mutual Funds LLC 3Y 0.14% Argent Advisors, Inc. 3Y 0.12% BSW Wealth Partners 3Y 7Y 0.12% Straight Path Wealth Management 3Y 0.07% bLong Financial, LLC 0.07%

FAQ About CapWealth Advisors, LLC and LUMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CapWealth Advisors, LLC reported owning LUMN?

CapWealth Advisors, LLC reported LUMN across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LUMN position in CapWealth Advisors, LLC's portfolio?

The largest reported portfolio weight for LUMN was 3.54% in 2025 Q4.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2025 Q4, when CapWealth Advisors, LLC reported 6,699,685 shares, equal to 3.54% of portfolio, with an estimated market value of $52.1M.

What does the chart on this LUMN ownership page compare?

The chart compares CapWealth Advisors, LLC's quarterly LUMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CapWealth Advisors, LLC time their LUMN position?

Based on 13F filing dates vs. subsequent LUMN price moves, CapWealth Advisors, LLC correctly timed 7 out of 28 reported position changes (25%). The annualised alpha on LUMN relative to SPY over the holding period was -16.7%.

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