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Frazier Financial Advisors’s Lumen LUMN Stock Holding History

Frazier Financial 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
Q2 		– Sell
-16
Closed -$63 – 647
2025
Q1 		$63 Hold
16
– – ﹤0.01% 581
2024
Q4 		$87 Hold
16
– – ﹤0.01% 614
2024
Q3 		$114 Hold
16
– – ﹤0.01% 802
2024
Q2 		$18 Hold
16
– – ﹤0.01% 973
2024
Q1 		$25 Hold
16
– – ﹤0.01% 913
2023
Q4 		$30 Buy
+16
New +$23 ﹤0.01% 850

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Frazier Financial Advisors's LUMN Position: Q2 2025 in Review

Frazier Financial Advisors sold out of Lumen (LUMN) in Q2 2025, closing a stake of 16 shares — an estimated $63 sold.

Frazier Financial Advisors first reported a position in LUMN in Q4 2023 and held it in 6 quarters. The position peaked at $114 in Q3 2024. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Frazier Financial Advisors reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 16 Lumen shares in Q2 2025, an estimated $63.
  • Frazier Financial Advisors first reported a position in Lumen in Q4 2023 and held it in 6 quarters.
  • Frazier Financial Advisors's Lumen position peaked at $114 in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Frazier Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.