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Foundations Investment Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Foundations Investment 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
-15,280
Closed -$66.9K – 1069
2025
Q2 		$66.9K Buy
15,280
+1,963
+15% +$7.61K ﹤0.01% 902
2025
Q1 		$52.2K Sell
13,317
-15
-0.1% -$75 ﹤0.01% 842
2024
Q4 		$70.8K Buy
13,332
+199
+2% +$1.37K ﹤0.01% 822
2024
Q3 		$93.2K Sell
13,133
-477
-4% -$2.04K ﹤0.01% 792
2024
Q2 		$15K Buy
+13,610
New +$17.3K ﹤0.01% 747
2020
Q1 		– Sell
-39,150
Closed -$503K – 139
2019
Q4 		$503K Sell
39,150
-5,091
-12% -$68.3K 0.06% 94
2019
Q3 		$509K Buy
44,241
+871
+2% +$10.3K 0.07% 87
2019
Q2 		$510K Sell
43,370
-17,724
-29% -$199K 0.08% 84
2019
Q1 		$733K Sell
61,094
-10
-0% -$139 0.13% 50
2018
Q4 		$891K Buy
61,104
+16,955
+38% +$324K 0.19% 30
2018
Q3 		$936K Buy
44,149
+10,050
+29% +$210K 0.23% 46
2018
Q2 		$636K Buy
+34,099
New +$619K 0.17% 46

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Foundations Investment Advisors's LUMN Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 15,280 shares — an estimated $66.9K sold.

Foundations Investment Advisors first reported a position in LUMN in Q2 2018 and held it in 12 quarters. The position peaked at $936K in Q3 2018. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,280 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $66.9K.
  • Foundations Investment Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2018 and held it in 12 quarters.
  • Foundations Investment Advisors's Lumen Technologies, Inc. Common Stock position peaked at $936K in Q3 2018.
  • 546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.