Burkett Financial Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Burkett Financial Services’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 Q4	–	Sell	-11	Closed	-$70	–	240
2025 Q3	$70	Sell	11 -83	-88%	-$398	﹤0.01%	220
2025 Q2	$414	Hold	94	–	–	﹤0.01%	218
2025 Q1	$370	Hold	94	–	–	﹤0.01%	244
2024 Q4	$502	Hold	94	–	–	﹤0.01%	205
2024 Q3	$671	Hold	94	–	–	﹤0.01%	199
2024 Q2	$104	Hold	94	–	–	﹤0.01%	192
2024 Q1	$147	Hold	94	–	–	﹤0.01%	192
2023 Q4	$173	Buy	+94	New	+$133	﹤0.01%	188

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Burkett Financial Services's LUMN Position: Q4 2025 in Review

Burkett Financial Services sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025, closing a stake of 11 shares — an estimated $70 sold.

Burkett Financial Services first reported a position in LUMN in Q4 2023 and held it in 8 quarters. The position peaked at $671 in Q3 2024. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Burkett Financial Services reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2025 after selling out during the quarter.
Burkett Financial Services sold 11 Lumen Technologies, Inc. Common Stock shares in Q4 2025, an estimated $70.
Burkett Financial Services first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2023 and held it in 8 quarters.
Burkett Financial Services's Lumen Technologies, Inc. Common Stock position peaked at $671 in Q3 2024.
597 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on Burkett Financial Services's 13F filing for Q4 2025, filed 5 Jan 2026.