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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return