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Legacy Investment Solutions’s Lumen LUMN Stock Holding History

Legacy Investment Solutions’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 		$18.7K Buy
+4,275
New +$16.6K 0.01% 248
2024
Q4 		$21.3K Hold
4,275
– – 0.01% 210
2024
Q3 		$38K Buy
+4,275
New +$18.3K 0.02% 138

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State Street
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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 $192B 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

Legacy Investment Solutions's LUMN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Lumen (LUMN) in Q2 2025: 4,275 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LUMN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LUMN in Q3 2024 and has held it in 3 quarters since. The position peaked at $38K in Q3 2024. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Legacy Investment Solutions held 4,275 shares of Lumen worth $18.7K as of Q2 2025.
  • Lumen was a new Legacy Investment Solutions position in Q2 2025.
  • Lumen made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #248 holding.
  • Legacy Investment Solutions first reported a position in Lumen in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Lumen position peaked at $38K in Q3 2024.
  • 552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.