Clear Investment Research’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Clear Investment Research’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	-138	Closed	-$845	–	153
2025 Q3	$845	Hold	138	–	–	﹤0.01%	236
2025 Q2	$604	Hold	138	–	–	﹤0.01%	216
2025 Q1	$541	Buy	+138	New	+$688	﹤0.01%	211
2019 Q4	–	Sell	-18	Closed	–	–	255
2019 Q3	$0	Hold	18	–	–	﹤0.01%	319
2019 Q2	$0	Hold	18	–	–	﹤0.01%	318
2019 Q1	$0	Buy	18 +4	+29%	+$56	﹤0.01%	306
2018 Q4	$0	Sell	14 -4	-22%	-$76	﹤0.01%	302
2018 Q3	$0	Buy	+18	New	+$377	﹤0.01%	313

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

Clear Investment Research's LUMN Position: Q4 2025 in Review

Clear Investment Research sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025, closing a stake of 138 shares — an estimated $845 sold.

Clear Investment Research first reported a position in LUMN in Q3 2018 and held it in 8 quarters. The position peaked at $845 in Q3 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Clear Investment Research reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2025 after selling out during the quarter.
Clear Investment Research sold 138 Lumen Technologies, Inc. Common Stock shares in Q4 2025, an estimated $845.
Clear Investment Research first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2018 and held it in 8 quarters.
Clear Investment Research's Lumen Technologies, Inc. Common Stock position peaked at $845 in Q3 2025.
597 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.