Horizon Investments
LUMN icon

Horizon Investments’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Horizon Investments’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
-128,093
Closed -$561K – 1250
2025
Q2 		$561K Buy
+128,093
New +$496K 0.01% 721
2023
Q4 		– Sell
-37,560
Closed -$53.3K – 842
2023
Q3 		$53.3K Hold
37,560
– – ﹤0.01% 626
2023
Q2 		$84.9K Sell
37,560
-11,079
-23% -$24.4K ﹤0.01% 609
2023
Q1 		$129K Buy
48,639
+29,878
+159% +$121K ﹤0.01% 581
2022
Q4 		$98K Sell
18,761
-15,251
-45% -$93.7K ﹤0.01% 529
2022
Q3 		$248K Buy
34,012
+13,803
+68% +$140K 0.01% 432
2022
Q2 		$220K Sell
20,209
-16,794
-45% -$188K 0.01% 438
2022
Q1 		$417K Buy
37,003
+7,682
+26% +$87.9K 0.01% 384
2021
Q4 		$368K Buy
29,321
+18,375
+168% +$234K 0.01% 380
2021
Q3 		$136K Sell
10,946
-13,949
-56% -$175K ﹤0.01% 473
2021
Q2 		$338K Sell
24,895
-7,743
-24% -$107K 0.01% 379
2021
Q1 		$436K Buy
+32,638
New +$405K 0.02% 321
2020
Q4 		– Sell
-15,533
Closed -$157K – 267
2020
Q3 		$157K Sell
15,533
-25,785
-62% -$268K 0.01% 383
2020
Q2 		$414K Buy
+41,318
New +$413K 0.01% 340
2020
Q1 		– Sell
-32,062
Closed -$424K – 416
2019
Q4 		$424K Buy
32,062
+14,944
+87% +$200K 0.02% 325
2019
Q3 		$214K Sell
17,118
-31,176
-65% -$370K 0.01% 359
2019
Q2 		$568K Buy
48,294
+33,301
+222% +$375K 0.02% 231
2019
Q1 		$180K Buy
+14,993
New +$208K 0.01% 435
2016
Q2 		– Sell
-8,526
Closed -$272K – 124
2016
Q1 		$272K Buy
+8,526
New +$239K 0.02% 87

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 $3.38T AUM 44.17% 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

Horizon Investments's LUMN Position: Q3 2025 in Review

Horizon Investments sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 128,093 shares — an estimated $561K sold.

Horizon Investments first reported a position in LUMN in Q1 2016 and held it in 19 quarters. The position peaked at $568K in Q2 2019. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Horizon Investments reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • Horizon Investments sold 128,093 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $561K.
  • Horizon Investments first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2016 and held it in 19 quarters.
  • Horizon Investments's Lumen Technologies, Inc. Common Stock position peaked at $568K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.