Left Brain Wealth Management’s Lumen LUMN Stock Holding History

Left Brain 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 Q4	–	Sell	-75,000	Closed	-$459K	–	98
2025 Q3	$459K	Buy	+75,000	New	+$360K	0.14%	77

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 $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Left Brain Wealth Management's LUMN Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Lumen (LUMN) in Q4 2025, closing a stake of 75,000 shares — an estimated $459K sold.

Left Brain Wealth Management first reported a position in LUMN in Q3 2025 and held it in 1 quarter. The position peaked at $459K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Left Brain Wealth Management reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Left Brain Wealth Management sold 75,000 Lumen shares in Q4 2025, an estimated $459K.
Left Brain Wealth Management first reported a position in Lumen in Q3 2025 and held it in 1 quarter.
Left Brain Wealth Management's Lumen position peaked at $459K in Q3 2025.
596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.