Carolinas Wealth Consulting’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Carolinas Wealth Consulting’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	-18	Closed	-$70	–	551
2025 Q1	$70	Hold	18	–	–	﹤0.01%	1009
2024 Q4	$95	Hold	18	–	–	﹤0.01%	1052
2024 Q3	$127	Hold	18	–	–	﹤0.01%	1048
2024 Q2	$20	Hold	18	–	–	﹤0.01%	1039
2024 Q1	$28	Hold	18	–	–	﹤0.01%	1033
2023 Q4	$33	Hold	18	–	–	﹤0.01%	995
2023 Q3	$26	Hold	18	–	–	﹤0.01%	1014
2023 Q2	$40	Sell	18 -234	-93%	-$515	﹤0.01%	1053
2023 Q1	$667	Buy	252 +234	+1,300%	+$944	﹤0.01%	955
2022 Q4	$93	Hold	18	–	–	﹤0.01%	1061
2022 Q3	$0	Buy	18 +1	+6%	+$10	﹤0.01%	916
2022 Q2	$0	Hold	17	–	–	﹤0.01%	927
2022 Q1	$0	Sell	17 -1,102	-98%	-$12.6K	﹤0.01%	976
2021 Q4	$14K	Buy	1,119 +895	+400%	+$11.4K	﹤0.01%	567
2021 Q3	$3K	Buy	224 +18	+9%	+$226	﹤0.01%	745
2021 Q2	$3K	Hold	206	–	–	﹤0.01%	764
2021 Q1	$3K	Buy	+206	New	+$2.56K	﹤0.01%	773
2020 Q4	–	Sell	-176	Closed	-$2K	–	965
2020 Q3	$2K	Buy	+176	New	+$1.83K	﹤0.01%	717

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

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Carolinas Wealth Consulting's LUMN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2025, closing a stake of 18 shares — an estimated $70 sold.

Carolinas Wealth Consulting first reported a position in LUMN in Q3 2020 and held it in 18 quarters. The position peaked at $14K in Q4 2021. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 18 Lumen Technologies, Inc. Common Stock shares in Q2 2025, an estimated $70.
Carolinas Wealth Consulting first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Lumen Technologies, Inc. Common Stock position peaked at $14K in Q4 2021.
554 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.