Hamilton Wealth’s Lumen LUMN Stock Holding History

Hamilton Wealth’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 Q4	–	Sell	-12,000	Closed	-$73.4K	–	121
2025 Q3	$73.4K	Buy	+12,000	New	+$57.6K	0.02%	114

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Hamilton Wealth's LUMN Position: Q4 2025 in Review

Hamilton Wealth sold out of Lumen (LUMN) in Q4 2025, closing a stake of 12,000 shares — an estimated $73.4K sold.

Hamilton Wealth first reported a position in LUMN in Q3 2025 and held it in 1 quarter. The position peaked at $73.4K in Q3 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Hamilton Wealth reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Hamilton Wealth sold 12,000 Lumen shares in Q4 2025, an estimated $73.4K.
Hamilton Wealth first reported a position in Lumen in Q3 2025 and held it in 1 quarter.
Hamilton Wealth's Lumen position peaked at $73.4K in Q3 2025.
597 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Hamilton Wealth's 13F filing for Q4 2025, filed 18 Feb 2026.