Cloud Capital Management’s Lumen LUMN Stock Holding History

Cloud Capital Management’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	-25	Closed	–	–	909
2025 Q3	$0	Buy	+25	New	+$120	﹤0.01%	1308

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cloud Capital Management's LUMN Position: Q4 2025 in Review

Cloud Capital Management sold out of Lumen (LUMN) in Q4 2025, closing a stake of 25 shares.

Cloud Capital Management first reported a position in LUMN in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Cloud Capital Management reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 25 Lumen shares in Q4 2025.
Cloud Capital Management first reported a position in Lumen in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Lumen position peaked at $0 in Q3 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.