Koesten Hirschmann & Crabtree’s Lumen LUMN Stock Holding History

Koesten Hirschmann & Crabtree’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	-170	Closed	-$1.04K	–	152
2025 Q3	$1.04K	Hold	170	–	–	﹤0.01%	214
2025 Q2	$745	Hold	170	–	–	﹤0.01%	271
2025 Q1	$667	Hold	170	–	–	﹤0.01%	187
2024 Q4	$903	Sell	170 -137	-45%	-$945	﹤0.01%	174
2024 Q3	$2.18K	Hold	307	–	–	﹤0.01%	153
2024 Q2	$479	Hold	307	–	–	﹤0.01%	204
2024 Q1	$479	Hold	307	–	–	﹤0.01%	204
2023 Q4	$562	Sell	307 -274	-47%	-$388	﹤0.01%	167
2023 Q3	$826	Hold	581	–	–	﹤0.01%	157
2023 Q2	$1.31K	Hold	581	–	–	﹤0.01%	139
2023 Q1	$1.54K	Hold	581	–	–	﹤0.01%	169
2022 Q4	$3.03K	Buy	+581	New	+$3.57K	﹤0.01%	127

Other funds holding LUMN

BlackRock New York $5.72T 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

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

Koesten Hirschmann & Crabtree's LUMN Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Lumen (LUMN) in Q4 2025, closing a stake of 170 shares — an estimated $1.04K sold.

Koesten Hirschmann & Crabtree first reported a position in LUMN in Q4 2022 and held it in 12 quarters. The position peaked at $3.03K in Q4 2022. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 170 Lumen shares in Q4 2025, an estimated $1.04K.
Koesten Hirschmann & Crabtree first reported a position in Lumen in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Lumen position peaked at $3.03K in Q4 2022.
592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.