CMP
LUMN icon

Coston McIsaac & Partners’s Lumen LUMN Stock Holding History

Coston McIsaac & 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
2026
Q1 		$0 Hold
25
– – ﹤0.01% 873
2025
Q4 		$0 Hold
25
– – ﹤0.01% 876
2025
Q3 		$0 Hold
25
– – ﹤0.01% 828
2025
Q2 		$0 Buy
+25
New +$97 ﹤0.01% 800
2025
Q1 		– Sell
-45
Closed – – 799
2024
Q4 		$0 Hold
45
– – ﹤0.01% 797
2024
Q3 		$0 Buy
45
+20
+80% +$85 ﹤0.01% 789
2024
Q2 		$0 Hold
25
– – ﹤0.01% 771
2024
Q1 		$0 Hold
25
– – ﹤0.01% 753
2023
Q4 		$0 Hold
25
– – ﹤0.01% 753
2023
Q3 		$0 Hold
25
– – ﹤0.01% 758
2023
Q2 		$0 Hold
25
– – ﹤0.01% 813
2023
Q1 		$0 Buy
+25
New +$101 ﹤0.01% 829

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return