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Clear Investment Research’s Lumen 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
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

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

Clear Investment Research sold out of Lumen (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. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

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

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