FC
LUMN icon

FORA Capital’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

FORA Capital’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
-276,509
Closed -$1.47M – 589
2024
Q4 		$1.47M Sell
276,509
-133,180
-33% -$919K 0.17% 172
2024
Q3 		$2.91M Buy
+409,689
New +$1.75M 0.34% 85
2020
Q1 		– Sell
-130,560
Closed -$1.73M – 1203
2019
Q4 		$1.73M Buy
+130,560
New +$1.75M 0.17% 151

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

FORA Capital's LUMN Position: Q1 2025 in Review

FORA Capital sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2025, closing a stake of 276,509 shares — an estimated $1.47M sold.

FORA Capital first reported a position in LUMN in Q4 2019 and held it in 3 quarters. The position peaked at $2.91M in Q3 2024. 539 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • FORA Capital reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • FORA Capital sold 276,509 Lumen Technologies, Inc. Common Stock shares in Q1 2025, an estimated $1.47M.
  • FORA Capital first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • FORA Capital's Lumen Technologies, Inc. Common Stock position peaked at $2.91M in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.