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IHT Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

IHT 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 		– Sell
-16,282
Closed -$71.3K – 1206
2025
Q2 		$71.3K Buy
+16,282
New +$63.1K ﹤0.01% 1127
2024
Q3 		– Sell
-15,916
Closed -$17.5K – 1169
2024
Q2 		$17.5K Sell
15,916
-15,400
-49% -$19.5K ﹤0.01% 1020
2024
Q1 		$48.9K Buy
31,316
+6,842
+28% +$10.7K ﹤0.01% 995
2023
Q4 		$44.8K Sell
24,474
-2,414
-9% -$3.42K ﹤0.01% 960
2023
Q3 		$38.2K Buy
+26,888
New +$45.5K ﹤0.01% 948
2018
Q2 		– Sell
-6,503
Closed -$106K – 957
2018
Q1 		$106K Sell
6,503
-1,773
-21% -$30.8K 0.03% 465
2017
Q4 		$143K Buy
8,276
+445
+6% +$7.55K 0.04% 414
2017
Q3 		$157K Sell
7,831
-901
-10% -$19K 0.07% 295
2017
Q2 		$4K Buy
8,732
+664
+8% +$16.7K ﹤0.01% 1129
2017
Q1 		$195K Sell
8,068
-393
-5% -$9.59K 0.13% 181
2016
Q4 		$214K Buy
+8,461
New +$215K 0.16% 149

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

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

IHT Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 16,282 shares — an estimated $71.3K sold.

IHT Wealth Management first reported a position in LUMN in Q4 2016 and held it in 11 quarters. The position peaked at $214K in Q4 2016. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • IHT Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 16,282 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $71.3K.
  • IHT Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2016 and held it in 11 quarters.
  • IHT Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $214K in Q4 2016.
  • 546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.