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Livelsberger Financial Advisory’s Lumen 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
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 $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
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
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 (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. 545 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

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

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