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ORG Partners’s Lumen LUMN Stock Holding History

ORG 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
2025
Q4 		$28K Sell
3,610
-520
-13% -$4.28K ﹤0.01% 713
2025
Q3 		$25.3K Hold
4,130
– – ﹤0.01% 742
2025
Q2 		$18.6K Hold
4,130
– – ﹤0.01% 776
2025
Q1 		$15.9K Sell
4,130
-2,094
-34% -$10.4K ﹤0.01% 733
2024
Q4 		$33.1K Sell
6,224
-62
-1% -$428 ﹤0.01% 636
2024
Q3 		$44.6K Sell
6,286
-8,411
-57% -$35.9K 0.01% 534
2024
Q2 		$16.3K Buy
+14,697
New +$18.6K ﹤0.01% 1140
2024
Q1 		– Sell
-22,580
Closed -$41.3K – 854
2023
Q4 		$41.3K Buy
22,580
+7,920
+54% +$11.2K 0.01% 564
2023
Q3 		$20.8K Sell
14,660
-100
-0.7% -$169 0.01% 687
2023
Q2 		$33.3K Buy
+14,760
New +$32.5K 0.01% 765

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ORG Partners's LUMN Position: Q4 2025 in Review

ORG Partners reduced its Lumen (LUMN) stake by 13% in Q4 2025, selling an estimated $4.28K and leaving 3,610 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

ORG Partners first reported a position in LUMN in Q2 2023 and has held it in 10 quarters since. The position peaked at $44.6K in Q3 2024. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • ORG Partners held 3,610 shares of Lumen worth $28K as of Q4 2025.
  • ORG Partners sold 520 Lumen shares in Q4 2025, an estimated $4.28K.
  • Lumen made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #713 holding.
  • ORG Partners first reported a position in Lumen in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Lumen position peaked at $44.6K in Q3 2024.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.