Binnacle Investments’s Lumen LUMN Stock Holding History

Binnacle Investments’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
2025 Q2	–	Sell	-600	Closed	-$2.35K	–	826
2025 Q1	$2.35K	Buy	+600	New	+$2.99K	﹤0.01%	501

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Binnacle Investments's LUMN Position: Q2 2025 in Review

Binnacle Investments sold out of Lumen (LUMN) in Q2 2025, closing a stake of 600 shares — an estimated $2.35K sold.

Binnacle Investments first reported a position in LUMN in Q1 2025 and held it in 1 quarter. The position peaked at $2.35K in Q1 2025. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Binnacle Investments reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
Binnacle Investments sold 600 Lumen shares in Q2 2025, an estimated $2.35K.
Binnacle Investments first reported a position in Lumen in Q1 2025 and held it in 1 quarter.
Binnacle Investments's Lumen position peaked at $2.35K in Q1 2025.
552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Binnacle Investments's 13F filing for Q2 2025, filed 15 Aug 2025.