Iron Horse Wealth Management’s Lumen LUMN Stock Holding History

Iron Horse 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 Q2	$1.31K	Hold	300	–	–	﹤0.01%	505
2025 Q1	$1.18K	Hold	300	–	–	﹤0.01%	501
2024 Q4	$1.59K	Hold	300	–	–	﹤0.01%	407
2024 Q3	$2.13K	Hold	300	–	–	﹤0.01%	376
2024 Q2	$330	Hold	300	–	–	﹤0.01%	451
2024 Q1	$468	Hold	300	–	–	﹤0.01%	430
2023 Q4	$549	Hold	300	–	–	﹤0.01%	453
2023 Q3	$426	Hold	300	–	–	﹤0.01%	470
2023 Q2	$678	Hold	300	–	–	﹤0.01%	275
2023 Q1	$795	Hold	300	–	–	﹤0.01%	306
2022 Q4	$2K	Buy	+300	New	+$1.84K	﹤0.01%	200
2022 Q3	–	Sell	-300	Closed	-$3K	–	219
2022 Q2	$3K	Sell	300 -7,651	-96%	-$85.9K	﹤0.01%	176
2022 Q1	$90K	Buy	7,951 +7,651	+2,550%	+$87.6K	0.05%	58
2021 Q4	$4K	Hold	300	–	–	﹤0.01%	156
2021 Q3	$4K	Sell	300 -50	-14%	-$627	﹤0.01%	142
2021 Q2	$5K	Hold	350	–	–	﹤0.01%	144
2021 Q1	$5K	Sell	350 -500	-59%	-$6.21K	﹤0.01%	136
2020 Q4	$8K	Buy	+850	New	+$8.39K	0.01%	111

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Iron Horse Wealth Management's LUMN Position: Q2 2025 in Review

Iron Horse Wealth Management held its Lumen (LUMN) position steady in Q2 2025 at 300 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Iron Horse Wealth Management first reported a position in LUMN in Q4 2020 and has held it in 18 quarters since. The position peaked at $90K in Q1 2022. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Iron Horse Wealth Management held 300 shares of Lumen worth $1.31K as of Q2 2025.
Iron Horse Wealth Management left its Lumen share count unchanged in Q2 2025.
Lumen made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #505 holding.
Iron Horse Wealth Management first reported a position in Lumen in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Lumen position peaked at $90K in Q1 2022.
553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.