Mount Yale Investment Advisors’s Lumen LUMN Stock Holding History

Mount Yale Investment Advisors’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	-2,000	Closed	-$8.76K	–	1211
2025 Q2	$8.76K	Buy	+2,000	New	+$7.75K	﹤0.01%	1160
2019 Q1	–	Sell	-451,154	Closed	-$6.37M	–	324
2018 Q4	$6.37M	Buy	451,154 +96,624	+27%	+$1.84M	1.29%	25
2018 Q3	$7.61M	Sell	354,530 -39,457	-10%	-$826K	1.33%	16
2018 Q2	$7.34M	Buy	393,987 +15,774	+4%	+$286K	1.39%	10
2018 Q1	$6.21M	Buy	+378,213	New	+$6.56M	1.33%	20

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Mount Yale Investment Advisors's LUMN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lumen (LUMN) in Q3 2025, closing a stake of 2,000 shares — an estimated $8.76K sold.

Mount Yale Investment Advisors first reported a position in LUMN in Q1 2018 and held it in 5 quarters. The position peaked at $7.61M in Q3 2018. 544 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,000 Lumen shares in Q3 2025, an estimated $8.76K.
Mount Yale Investment Advisors first reported a position in Lumen in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Lumen position peaked at $7.61M in Q3 2018.
544 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.