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Lindbrook Capital’s Lumen LUMN Stock Holding History

Lindbrook Capital’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
Q1 		$8.13K Sell
2,075
-310
-13% -$1.54K ﹤0.01% 1739
2024
Q4 		$12.7K Sell
2,385
-19
-0.8% -$131 ﹤0.01% 1524
2024
Q3 		$17.1K Sell
2,404
-124
-5% -$529 ﹤0.01% 1384
2024
Q2 		$2.78K Buy
2,528
+47
+2% +$60 ﹤0.01% 2240
2024
Q1 		$3.87K Sell
2,481
-3,060
-55% -$4.78K ﹤0.01% 2011
2023
Q4 		$10.1K Buy
5,541
+640
+13% +$907 ﹤0.01% 1541
2023
Q3 		$6.96K Sell
4,901
-846
-15% -$1.43K ﹤0.01% 1599
2023
Q2 		$13K Sell
5,747
-5,132
-47% -$11.3K ﹤0.01% 1319
2023
Q1 		$28.8K Buy
10,879
+8,497
+357% +$34.3K ﹤0.01% 908
2022
Q4 		$12.4K Buy
2,382
+125
+6% +$768 ﹤0.01% 1320
2022
Q3 		$16K Sell
2,257
-311
-12% -$3.16K ﹤0.01% 1103
2022
Q2 		$28K Sell
2,568
-2,348
-48% -$26.3K ﹤0.01% 860
2022
Q1 		$55K Buy
4,916
+3,997
+435% +$45.8K 0.01% 646
2021
Q4 		$12K Sell
919
-6
-0.6% -$76 ﹤0.01% 1205
2021
Q3 		$11K Buy
925
+4
+0.4% +$50 ﹤0.01% 963
2021
Q2 		$13K Hold
921
– – ﹤0.01% 938
2021
Q1 		$12K Buy
921
+177
+24% +$2.2K ﹤0.01% 942
2020
Q4 		$7K Buy
744
+117
+19% +$1.16K ﹤0.01% 1051
2020
Q3 		$6K Sell
627
-54
-8% -$561 ﹤0.01% 1034
2020
Q2 		$7K Sell
681
-308
-31% -$3.08K ﹤0.01% 969
2020
Q1 		$9K Buy
989
+172
+21% +$2.15K ﹤0.01% 789
2019
Q4 		$11K Sell
817
-210
-20% -$2.82K ﹤0.01% 903
2019
Q3 		$13K Sell
1,027
-3,498
-77% -$41.5K ﹤0.01% 828
2019
Q2 		$53K Buy
4,525
+116
+3% +$1.3K 0.02% 405
2019
Q1 		$52K Buy
4,409
+3,603
+447% +$50.1K 0.02% 394
2018
Q4 		$12K Buy
+806
New +$15.4K 0.01% 782

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's LUMN Position: Q1 2025 in Review

Lindbrook Capital reduced its Lumen (LUMN) stake by 13% in Q1 2025, selling an estimated $1.54K and leaving 2,075 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Lindbrook Capital first reported a position in LUMN in Q4 2018 and has held it in 26 quarters since. The position peaked at $55K in Q1 2022. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • Lindbrook Capital held 2,075 shares of Lumen worth $8.13K as of Q1 2025.
  • Lindbrook Capital sold 310 Lumen shares in Q1 2025, an estimated $1.54K.
  • Lumen made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1739 holding.
  • Lindbrook Capital first reported a position in Lumen in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Lumen position peaked at $55K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.