LMG Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

LMG Wealth Partners’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
2024 Q4	–	Sell	-27,574	Closed	-$196K	–	132
2024 Q3	$196K	Hold	27,574	–	–	0.04%	122
2024 Q2	$30.3K	Sell	27,574 -880	-3%	-$1.12K	0.01%	121
2024 Q1	$44.4K	Hold	28,454	–	–	0.01%	120
2023 Q4	$52.1K	Hold	28,454	–	–	0.01%	107
2023 Q3	$40.4K	Sell	28,454 -282	-1%	-$477	0.01%	103
2023 Q2	$64.9K	Hold	28,736	–	–	0.02%	104
2023 Q1	$76.2K	Sell	28,736 -26	-0.1%	-$105	0.02%	103
2022 Q4	$161K	Buy	+28,762	New	+$177K	0.05%	105

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LMG Wealth Partners's LUMN Position: Q4 2024 in Review

LMG Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2024, closing a stake of 27,574 shares — an estimated $196K sold.

LMG Wealth Partners first reported a position in LUMN in Q4 2022 and held it in 8 quarters. The position peaked at $196K in Q3 2024. 558 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

LMG Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
LMG Wealth Partners sold 27,574 Lumen Technologies, Inc. Common Stock shares in Q4 2024, an estimated $196K.
LMG Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and held it in 8 quarters.
LMG Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $196K in Q3 2024.
558 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.