Sanibel Captiva Trust Company’s Lumen LUMN Stock Holding History

Sanibel Captiva Trust Company’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	–	Sell	-15,000	Closed	-$58.8K	–	398
2025 Q1	$58.8K	Hold	15,000	–	–	﹤0.01%	387
2024 Q4	$79.7K	Hold	15,000	–	–	﹤0.01%	382
2024 Q3	$107K	Hold	15,000	–	–	﹤0.01%	371
2024 Q2	$16.5K	Hold	15,000	–	–	﹤0.01%	366
2024 Q1	$23.4K	Hold	15,000	–	–	﹤0.01%	361
2023 Q4	$27.4K	Buy	+15,000	New	+$21.3K	﹤0.01%	345

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Sanibel Captiva Trust Company's LUMN Position: Q2 2025 in Review

Sanibel Captiva Trust Company sold out of Lumen (LUMN) in Q2 2025, closing a stake of 15,000 shares — an estimated $58.8K sold.

Sanibel Captiva Trust Company first reported a position in LUMN in Q4 2023 and held it in 6 quarters. The position peaked at $107K in Q3 2024. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Sanibel Captiva Trust Company reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
Sanibel Captiva Trust Company sold 15,000 Lumen shares in Q2 2025, an estimated $58.8K.
Sanibel Captiva Trust Company first reported a position in Lumen in Q4 2023 and held it in 6 quarters.
Sanibel Captiva Trust Company's Lumen position peaked at $107K in Q3 2024.
553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2025, filed 13 Aug 2025.