Bristlecone Advisors’s Lumen LUMN Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-14,500	Closed	-$63.5K	–	271
2025 Q2	$63.5K	Hold	14,500	–	–	0.01%	248
2025 Q1	$56.8K	Buy	+14,500	New	+$72.3K	﹤0.01%	314

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

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

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

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

FSCM

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

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

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Bristlecone Advisors's LUMN Position: Q3 2025 in Review

Bristlecone Advisors sold out of Lumen (LUMN) in Q3 2025, closing a stake of 14,500 shares — an estimated $63.5K sold.

Bristlecone Advisors first reported a position in LUMN in Q1 2025 and held it in 2 quarters. The position peaked at $63.5K in Q2 2025. 543 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

Bristlecone Advisors reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 14,500 Lumen shares in Q3 2025, an estimated $63.5K.
Bristlecone Advisors first reported a position in Lumen in Q1 2025 and held it in 2 quarters.
Bristlecone Advisors's Lumen position peaked at $63.5K in Q2 2025.
543 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.