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Parkworth Wealth Management’s Lumen LUMN Stock Holding History

Parkworth Wealth Management’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 		$57 Hold
13
– – ﹤0.01% 1254
2025
Q1 		$51 Hold
13
– – ﹤0.01% 1106
2024
Q4 		$69 Buy
+13
New +$90 ﹤0.01% 1087

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Parkworth Wealth Management's LUMN Position: Q2 2025 in Review

Parkworth Wealth Management held its Lumen (LUMN) position steady in Q2 2025 at 13 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Parkworth Wealth Management first reported a position in LUMN in Q4 2024 and has held it in 3 quarters since. The position peaked at $69 in Q4 2024. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Lumen worth $57 as of Q2 2025.
  • Parkworth Wealth Management left its Lumen share count unchanged in Q2 2025.
  • Lumen made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1254 holding.
  • Parkworth Wealth Management first reported a position in Lumen in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Lumen position peaked at $69 in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.