ORG Partners’s Lumen Technologies, Inc. Common Stock 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 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

ORG Partners's LUMN Position: Q4 2025 in Review

ORG Partners reduced its Lumen Technologies, Inc. Common Stock (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. 600 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

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

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