Juncture Wealth Strategies’s Lumen LUMN Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-15,499	Closed	-$94.9K	–	140
2025 Q3	$94.9K	Buy	+15,499	New	+$74.4K	0.03%	129

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Juncture Wealth Strategies's LUMN Position: Q4 2025 in Review

Juncture Wealth Strategies sold out of Lumen (LUMN) in Q4 2025, closing a stake of 15,499 shares — an estimated $94.9K sold.

Juncture Wealth Strategies first reported a position in LUMN in Q3 2025 and held it in 1 quarter. The position peaked at $94.9K in Q3 2025. 595 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Juncture Wealth Strategies reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Juncture Wealth Strategies sold 15,499 Lumen shares in Q4 2025, an estimated $94.9K.
Juncture Wealth Strategies first reported a position in Lumen in Q3 2025 and held it in 1 quarter.
Juncture Wealth Strategies's Lumen position peaked at $94.9K in Q3 2025.
595 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Juncture Wealth Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.