Carolinas Wealth Consulting’s Lumen 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 $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

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

Carolinas Wealth Consulting sold out of Lumen (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. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

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

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