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Principal Securities’s Lumen LUMN Stock Holding History

Principal Securities’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 		– Sell
-72
Closed -$441 – 2619
2025
Q3 		$441 Hold
72
– – ﹤0.01% 3554
2025
Q2 		$315 Sell
72
-126
-64% -$488 ﹤0.01% 3554
2025
Q1 		$1.05K Hold
198
– – ﹤0.01% 3198
2024
Q4 		$1.05K Sell
198
-502
-72% -$3.46K ﹤0.01% 3191
2024
Q3 		$4.97K Buy
700
+12
+2% +$51 ﹤0.01% 2680
2024
Q2 		$757 Hold
688
– – ﹤0.01% 3120
2024
Q1 		$1.07K Hold
688
– – ﹤0.01% 3025
2023
Q4 		$1.26K Buy
+688
New +$975 ﹤0.01% 2902

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Principal Securities's LUMN Position: Q4 2025 in Review

Principal Securities sold out of Lumen (LUMN) in Q4 2025, closing a stake of 72 shares — an estimated $441 sold.

Principal Securities first reported a position in LUMN in Q4 2023 and held it in 8 quarters. The position peaked at $4.97K in Q3 2024. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Principal Securities reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 72 Lumen shares in Q4 2025, an estimated $441.
  • Principal Securities first reported a position in Lumen in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Lumen position peaked at $4.97K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.