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Rise Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Rise Advisors’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
-1,883
Closed -$11.5K – 868
2025
Q3 		$11.5K Hold
1,883
– – ﹤0.01% 913
2025
Q2 		$8.25K Sell
1,883
-219
-10% -$849 ﹤0.01% 1077
2025
Q1 		$8.24K Buy
+2,102
New +$10.5K ﹤0.01% 1099
2023
Q2 		– Sell
-126
Closed -$333 – 742
2023
Q1 		$333 Hold
126
– – ﹤0.01% 760
2022
Q4 		$656 Hold
126
– – ﹤0.01% 691
2022
Q3 		$1K Buy
126
+3
+2% +$31 ﹤0.01% 639
2022
Q2 		$1K Buy
+123
New +$1.38K ﹤0.01% 645

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 $3.38T AUM 44.17% 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

Rise Advisors's LUMN Position: Q4 2025 in Review

Rise Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025, closing a stake of 1,883 shares — an estimated $11.5K sold.

Rise Advisors first reported a position in LUMN in Q2 2022 and held it in 7 quarters. The position peaked at $11.5K in Q3 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Rise Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,883 Lumen Technologies, Inc. Common Stock shares in Q4 2025, an estimated $11.5K.
  • Rise Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
  • Rise Advisors's Lumen Technologies, Inc. Common Stock position peaked at $11.5K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.