Livelsberger Financial Advisory’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Livelsberger Financial Advisory’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 Q3	–	Sell	-9	Closed	-$39	–	51
2025 Q2	$39	Buy	+9	New	+$35	﹤0.01%	83
2024 Q4	–	Sell	-9	Closed	-$64	–	49
2024 Q3	$64	Buy	+9	New	+$38	﹤0.01%	78
2024 Q1	–	Sell	-9	Closed	-$17	–	122
2023 Q4	$17	Buy	+9	New	+$13	﹤0.01%	457

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 $3.38T AUM 44.17% 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

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

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Livelsberger Financial Advisory's LUMN Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 9 shares — an estimated $39 sold.

Livelsberger Financial Advisory first reported a position in LUMN in Q4 2023 and held it in 3 quarters. The position peaked at $64 in Q3 2024. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

Livelsberger Financial Advisory reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
Livelsberger Financial Advisory sold 9 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $39.
Livelsberger Financial Advisory first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2023 and held it in 3 quarters.
Livelsberger Financial Advisory's Lumen Technologies, Inc. Common Stock position peaked at $64 in Q3 2024.
546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.