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Burkett Financial Services’s Lumen 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
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 (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. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

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

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