JSW
LUMN icon

Journey Strategic Wealth’s Lumen LUMN Stock Holding History

Journey Strategic Wealth’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 		– Sell
-22,885
Closed -$89.7K – 685
2025
Q1 		$89.7K Sell
22,885
-2,303
-9% -$11.5K ﹤0.01% 495
2024
Q4 		$134K Sell
25,188
-1,090
-4% -$7.52K 0.01% 487
2024
Q3 		$187K Buy
+26,278
New +$112K 0.01% 483
2024
Q2 		– Sell
-57,310
Closed -$89.4K – 408
2024
Q1 		$89.4K Buy
57,310
+22,795
+66% +$35.6K ﹤0.01% 311
2023
Q4 		$63.2K Buy
+34,515
New +$48.9K ﹤0.01% 229
2023
Q3 		– Sell
-19,064
Closed -$43.1K – 216
2023
Q2 		$43.1K Sell
19,064
-26,036
-58% -$57.3K ﹤0.01% 199
2023
Q1 		$120K Buy
+45,100
New +$182K 0.01% 244

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Renaissance Technologies
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

Journey Strategic Wealth's LUMN Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Lumen (LUMN) in Q2 2025, closing a stake of 22,885 shares — an estimated $89.7K sold.

Journey Strategic Wealth first reported a position in LUMN in Q1 2023 and held it in 7 quarters. The position peaked at $187K in Q3 2024. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 22,885 Lumen shares in Q2 2025, an estimated $89.7K.
  • Journey Strategic Wealth first reported a position in Lumen in Q1 2023 and held it in 7 quarters.
  • Journey Strategic Wealth's Lumen position peaked at $187K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.