McIlrath & Eck’s Lumen LUMN Stock Holding History

McIlrath & Eck’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	–	Sell	-123	Closed	-$482	–	959
2025 Q1	$482	Hold	123	–	–	﹤0.01%	892
2024 Q4	$653	Hold	123	–	–	﹤0.01%	925
2024 Q3	$873	Sell	123 -306	-71%	-$1.31K	﹤0.01%	913
2024 Q2	$472	Hold	429	–	–	﹤0.01%	908
2024 Q1	$669	Hold	429	–	–	﹤0.01%	884
2023 Q4	$785	Hold	429	–	–	﹤0.01%	863
2023 Q3	$609	Hold	429	–	–	﹤0.01%	838
2023 Q2	$970	Hold	429	–	–	﹤0.01%	824
2023 Q1	$1.14K	Hold	429	–	–	﹤0.01%	829
2022 Q4	$2.24K	Hold	429	–	–	﹤0.01%	740
2022 Q3	$3K	Hold	429	–	–	﹤0.01%	716
2022 Q2	$5K	Hold	429	–	–	﹤0.01%	622
2022 Q1	$5K	Buy	429 +306	+249%	+$3.5K	﹤0.01%	636
2021 Q4	$2K	Hold	123	–	–	﹤0.01%	723
2021 Q3	$2K	Hold	123	–	–	﹤0.01%	727
2021 Q2	$2K	Hold	123	–	–	﹤0.01%	715
2021 Q1	$2K	Sell	123 -528	-81%	-$6.56K	﹤0.01%	687
2020 Q4	$6K	Sell	651 -9	-1%	-$89	﹤0.01%	506
2020 Q3	$7K	Hold	660	–	–	﹤0.01%	444
2020 Q2	$7K	Hold	660	–	–	﹤0.01%	414
2020 Q1	$6K	Sell	660 -1	-0.2%	-$13	﹤0.01%	406
2019 Q4	$9K	Buy	661 +1	+0.2%	+$13	﹤0.01%	388
2019 Q3	$8K	Hold	660	–	–	﹤0.01%	388
2019 Q2	$8K	Hold	660	–	–	﹤0.01%	380
2019 Q1	$8K	Hold	660	–	–	﹤0.01%	380
2018 Q4	$10K	Hold	660	–	–	0.01%	276
2018 Q3	$14K	Hold	660	–	–	0.01%	254
2018 Q2	$12K	Hold	660	–	–	0.01%	254
2018 Q1	$11K	Hold	660	–	–	0.01%	248
2017 Q4	$11K	Buy	+660	New	+$11.2K	0.01%	267

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 $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

FSCM

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

McIlrath & Eck's LUMN Position: Q2 2025 in Review

McIlrath & Eck sold out of Lumen (LUMN) in Q2 2025, closing a stake of 123 shares — an estimated $482 sold.

McIlrath & Eck first reported a position in LUMN in Q4 2017 and held it in 30 quarters. The position peaked at $14K in Q3 2018. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

McIlrath & Eck reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
McIlrath & Eck sold 123 Lumen shares in Q2 2025, an estimated $482.
McIlrath & Eck first reported a position in Lumen in Q4 2017 and held it in 30 quarters.
McIlrath & Eck's Lumen position peaked at $14K in Q3 2018.
553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.