Harbor Asset Planning’s Lumen LUMN Stock Holding History

Harbor Asset Planning’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	-1,637	Closed	-$10K	–	444
2025 Q3	$10K	Hold	1,637	–	–	0.01%	322
2025 Q2	$7.17K	Buy	+1,637	New	+$6.34K	0.01%	338

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbor Asset Planning's LUMN Position: Q4 2025 in Review

Harbor Asset Planning sold out of Lumen (LUMN) in Q4 2025, closing a stake of 1,637 shares — an estimated $10K sold.

Harbor Asset Planning first reported a position in LUMN in Q2 2025 and held it in 2 quarters. The position peaked at $10K in Q3 2025. 593 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Harbor Asset Planning reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Harbor Asset Planning sold 1,637 Lumen shares in Q4 2025, an estimated $10K.
Harbor Asset Planning first reported a position in Lumen in Q2 2025 and held it in 2 quarters.
Harbor Asset Planning's Lumen position peaked at $10K in Q3 2025.
593 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Harbor Asset Planning's 13F filing for Q4 2025, filed 26 Jan 2026.