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Siemens Fonds Invest’s Lumen LUMN Stock Holding History

Siemens Fonds Invest’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
-66
Closed -$404 – 556
2025
Q3 		$404 Hold
66
– – ﹤0.01% 551
2025
Q2 		$289 Hold
66
– – ﹤0.01% 555
2025
Q1 		$259 Buy
+66
New +$329 ﹤0.01% 576
2021
Q2 		– Sell
-29,684
Closed -$396K – 181
2021
Q1 		$396K Sell
29,684
-10,706
-27% -$133K 0.04% 181
2020
Q4 		$393K Buy
+40,390
New +$399K 0.04% 181

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

Siemens Fonds Invest's LUMN Position: Q4 2025 in Review

Siemens Fonds Invest sold out of Lumen (LUMN) in Q4 2025, closing a stake of 66 shares — an estimated $404 sold.

Siemens Fonds Invest first reported a position in LUMN in Q4 2020 and held it in 5 quarters. The position peaked at $396K in Q1 2021. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Siemens Fonds Invest reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Siemens Fonds Invest sold 66 Lumen shares in Q4 2025, an estimated $404.
  • Siemens Fonds Invest first reported a position in Lumen in Q4 2020 and held it in 5 quarters.
  • Siemens Fonds Invest's Lumen position peaked at $396K in Q1 2021.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Siemens Fonds Invest's 13F filing for Q4 2025, filed 17 Feb 2026.