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 – 686
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 – 409
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 $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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSBC Holdings
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
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return