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Concord Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-2,000
Closed -$10.6K – 897
2024
Q4 		$10.6K Sell
2,000
-2,008
-50% -$13.9K ﹤0.01% 520
2024
Q3 		$28.5K Buy
4,008
+1,992
+99% +$8.51K ﹤0.01% 419
2024
Q2 		$2.22K Sell
2,016
-2,000
-50% -$2.54K ﹤0.01% 659
2024
Q1 		$6.26K Buy
4,016
+2,000
+99% +$3.13K ﹤0.01% 626
2023
Q4 		$3.69K Sell
2,016
-2,000
-50% -$2.83K ﹤0.01% 667
2023
Q3 		$5.7K Buy
4,016
+16
+0.4% +$27 ﹤0.01% 699
2023
Q2 		$9.04K Sell
4,000
-23
-0.6% -$51 ﹤0.01% 618
2023
Q1 		$10.7K Sell
4,023
-91
-2% -$367 ﹤0.01% 583
2022
Q4 		$21.5K Buy
+4,114
New +$25.3K 0.01% 515
2022
Q3 		– Sell
-5,391
Closed -$59K – 709
2022
Q2 		$59K Sell
5,391
-875
-14% -$9.82K 0.02% 340
2022
Q1 		$71K Sell
6,266
-41
-0.7% -$469 0.02% 365
2021
Q4 		$79K Buy
6,307
+776
+14% +$9.88K 0.02% 347
2021
Q3 		$69K Buy
5,531
+457
+9% +$5.73K 0.03% 173
2021
Q2 		$69K Buy
5,074
+1,032
+26% +$14.2K 0.02% 298
2021
Q1 		$54K Buy
4,042
+42
+1% +$522 0.02% 326
2020
Q4 		$39K Buy
+4,000
New +$39.5K 0.03% 237

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's LUMN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2025, closing a stake of 2,000 shares — an estimated $10.6K sold.

Concord Wealth Partners first reported a position in LUMN in Q4 2020 and held it in 16 quarters. The position peaked at $79K in Q4 2021. 539 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 2,000 Lumen Technologies, Inc. Common Stock shares in Q1 2025, an estimated $10.6K.
  • Concord Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $79K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.