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

Garde 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
Q3 		– Sell
-550
Closed -$2.41K – 563
2025
Q2 		$2.41K Buy
+550
New +$2.13K ﹤0.01% 615

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State Street
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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

Garde Capital's LUMN Position: Q3 2025 in Review

Garde Capital sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 550 shares — an estimated $2.41K sold.

Garde Capital first reported a position in LUMN in Q2 2025 and held it in 1 quarter. The position peaked at $2.41K in Q2 2025. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Garde Capital reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 550 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $2.41K.
  • Garde Capital first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2025 and held it in 1 quarter.
  • Garde Capital's Lumen Technologies, Inc. Common Stock position peaked at $2.41K in Q2 2025.
  • 546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.