Farmers & Merchants Investments Inc’s Lumen LUMN Stock Holding History

Farmers & Merchants Investments Inc’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 Q2	–	Sell	-28	Closed	-$110	–	1747
2025 Q1	$110	Sell	28 -2,000	-99%	-$9.97K	﹤0.01%	1742
2024 Q4	$10.8K	Hold	2,028	–	–	﹤0.01%	693
2024 Q3	$14.4K	Sell	2,028 -88	-4%	-$376	﹤0.01%	637
2024 Q2	$2.33K	Buy	2,116 +2,000	+1,724%	+$2.54K	﹤0.01%	1058
2024 Q1	$181	Hold	116	–	–	﹤0.01%	1724
2023 Q4	$212	Sell	116 -250	-68%	-$354	﹤0.01%	1733
2023 Q3	$520	Sell	366 -292	-44%	-$494	﹤0.01%	1580
2023 Q2	$1.49K	Hold	658	–	–	﹤0.01%	1226
2023 Q1	$1.74K	Sell	658 -743	-53%	-$3K	﹤0.01%	1118
2022 Q4	$7.31K	Buy	1,401 +951	+211%	+$5.84K	﹤0.01%	707
2022 Q3	$3K	Sell	450 -1,430	-76%	-$14.6K	﹤0.01%	873
2022 Q2	$21K	Sell	1,880 -1,115	-37%	-$12.5K	﹤0.01%	542
2022 Q1	$34K	Hold	2,995	–	–	﹤0.01%	485
2021 Q4	$38K	Sell	2,995 -158	-5%	-$2.01K	﹤0.01%	467
2021 Q3	$39K	Buy	+3,153	New	+$39.5K	﹤0.01%	443
2021 Q1	–	Sell	-1,523	Closed	-$15K	–	853
2020 Q4	$15K	Hold	1,523	–	–	﹤0.01%	514
2020 Q3	$15K	Hold	1,523	–	–	﹤0.01%	478
2020 Q2	$15K	Hold	1,523	–	–	﹤0.01%	468
2020 Q1	$14K	Sell	1,523 -2	-0.1%	-$25	﹤0.01%	446
2019 Q4	$20K	Sell	1,525 -1,298	-46%	-$17.4K	﹤0.01%	437
2019 Q3	$35K	Buy	2,823 +1,000	+55%	+$11.9K	﹤0.01%	353
2019 Q2	$21K	Hold	1,823	–	–	﹤0.01%	423
2019 Q1	$22K	Sell	1,823 -3,002	-62%	-$41.7K	﹤0.01%	396
2018 Q4	$73K	Hold	4,825	–	–	0.01%	285
2018 Q3	$102K	Buy	4,825 +2	+0%	+$42	0.01%	267
2018 Q2	$90K	Buy	4,823 +3,000	+165%	+$54.5K	0.01%	280
2018 Q1	$30K	Sell	1,823 -2,925	-62%	-$50.7K	﹤0.01%	377
2017 Q4	$79K	Sell	4,748 -5,270	-53%	-$89.4K	0.01%	289
2017 Q3	$189K	Buy	10,018 +118	+1%	+$2.48K	0.01%	237
2017 Q2	$236K	Hold	9,900	–	–	0.02%	228
2017 Q1	$233K	Hold	9,900	–	–	0.02%	224
2016 Q4	$235K	Hold	9,900	–	–	0.02%	232
2016 Q3	$272K	Sell	9,900 -5,021	-34%	-$147K	0.03%	204
2016 Q2	$433K	Hold	14,921	–	–	0.05%	173
2016 Q1	$477K	Sell	14,921 -16,000	-52%	-$449K	0.06%	169
2015 Q4	$778K	Sell	30,921 -3,500	-10%	-$93.9K	0.1%	153
2015 Q3	$865K	Sell	34,421 -13,000	-27%	-$360K	0.12%	142
2015 Q2	$1.39M	Sell	47,421 -6,139	-11%	-$209K	0.18%	137
2015 Q1	$1.85M	Buy	53,560 +4,500	+9%	+$168K	0.23%	122
2014 Q4	$1.94M	Buy	49,060 +16,000	+48%	+$640K	0.24%	121
2014 Q3	$1.35M	Buy	33,060 +3,160	+11%	+$124K	0.18%	136
2014 Q2	$1.08M	Hold	29,900	–	–	0.14%	141
2014 Q1	$982K	Sell	29,900 -26,200	-47%	-$802K	0.14%	141
2013 Q4	$1.79M	Sell	56,100 -31,500	-36%	-$1.01M	0.26%	114
2013 Q3	$2.75M	Buy	87,600 +1,600	+2%	+$54.5K	0.44%	85
2013 Q2	$3.04M	Buy	+86,000	New	+$3.13M	0.47%	76

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

FSCM

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

Farmers & Merchants Investments Inc's LUMN Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Lumen (LUMN) in Q2 2025, closing a stake of 28 shares — an estimated $110 sold.

Farmers & Merchants Investments Inc first reported a position in LUMN in Q2 2013 and held it in 46 quarters. The position peaked at $3.04M in Q2 2013. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Farmers & Merchants Investments Inc reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 28 Lumen shares in Q2 2025, an estimated $110.
Farmers & Merchants Investments Inc first reported a position in Lumen in Q2 2013 and held it in 46 quarters.
Farmers & Merchants Investments Inc's Lumen position peaked at $3.04M in Q2 2013.
553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.