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Hemington Wealth Management’s Lumen LUMN Stock Holding History

Hemington Wealth Management’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 		$1K Sell
300
-447
-60% -$2.15K ﹤0.01% 1452
2025
Q2 		$3K Buy
747
+194
+35% +$752 ﹤0.01% 1241
2025
Q1 		$2K Buy
553
+356
+181% +$1.77K ﹤0.01% 1304
2024
Q4 		$1K Buy
197
+58
+42% +$400 ﹤0.01% 1429
2024
Q3 		$0 Buy
+139
New +$593 ﹤0.01% 1634

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
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

Hemington Wealth Management's LUMN Position: Q3 2025 in Review

Hemington Wealth Management reduced its Lumen (LUMN) stake by 60% in Q3 2025, selling an estimated $2.15K and leaving 300 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Hemington Wealth Management first reported a position in LUMN in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q2 2025. 545 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Hemington Wealth Management held 300 shares of Lumen worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 447 Lumen shares in Q3 2025, an estimated $2.15K.
  • Lumen made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1452 holding.
  • Hemington Wealth Management first reported a position in Lumen in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Lumen position peaked at $3K in Q2 2025.
  • 545 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.