DCM Advisors’s Lumen LUMN Stock Holding History

DCM Advisors’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 Q3	–	Sell	-169,200	Closed	-$741K	–	40
2025 Q2	$741K	Buy	+169,200	New	+$656K	0.32%	36
2025 Q1	–	Sell	-41,672	Closed	-$221K	–	37
2024 Q4	$221K	Buy	41,672 +13,072	+46%	+$90.2K	0.1%	38
2024 Q3	$203K	Buy	+28,600	New	+$122K	0.1%	51
2021 Q3	–	Sell	-82,924	Closed	-$1.13M	–	311
2021 Q2	$1.13M	Sell	82,924 -1,234	-1%	-$17K	0.64%	56
2021 Q1	$1.12M	Buy	+84,158	New	+$1.05M	0.65%	49

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

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

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

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

DCM Advisors's LUMN Position: Q3 2025 in Review

DCM Advisors sold out of Lumen (LUMN) in Q3 2025, closing a stake of 169,200 shares — an estimated $741K sold.

DCM Advisors first reported a position in LUMN in Q1 2021 and held it in 5 quarters. The position peaked at $1.13M in Q2 2021. 544 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

DCM Advisors reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
DCM Advisors sold 169,200 Lumen shares in Q3 2025, an estimated $741K.
DCM Advisors first reported a position in Lumen in Q1 2021 and held it in 5 quarters.
DCM Advisors's Lumen position peaked at $1.13M in Q2 2021.
544 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on DCM Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.