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POM Investment Strategies’s Lumen LUMN Stock Holding History

POM Investment Strategies’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
Q1 		– Sell
-1,292
Closed -$6.86K – 296
2024
Q4 		$6.86K Hold
1,292
– – 0.01% 201
2024
Q3 		$9.17K Hold
1,292
– – 0.01% 136
2024
Q2 		$1.42K Hold
1,292
– – ﹤0.01% 287
2024
Q1 		$2.02K Hold
1,292
– – ﹤0.01% 193
2023
Q4 		$2.36K Buy
+1,292
New +$1.83K ﹤0.01% 171

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

POM Investment Strategies's LUMN Position: Q1 2025 in Review

POM Investment Strategies sold out of Lumen (LUMN) in Q1 2025, closing a stake of 1,292 shares — an estimated $6.86K sold.

POM Investment Strategies first reported a position in LUMN in Q4 2023 and held it in 5 quarters. The position peaked at $9.17K in Q3 2024. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • POM Investment Strategies reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 1,292 Lumen shares in Q1 2025, an estimated $6.86K.
  • POM Investment Strategies first reported a position in Lumen in Q4 2023 and held it in 5 quarters.
  • POM Investment Strategies's Lumen position peaked at $9.17K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.