IWM
LUMN icon

IHT Wealth Management’s Lumen 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 		$4 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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return