SS&H Financial Advisors’s Lumen LUMN Stock Holding History

SS&H Financial 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	$365K	Sell	46,943 -10,000	-18%	-$82.3K	0.11%	105
2025 Q3	$348K	Buy	+56,943	New	+$273K	0.11%	105

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SS&H Financial Advisors's LUMN Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Lumen (LUMN) stake by 18% in Q4 2025, selling an estimated $82.3K and leaving 46,943 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #105.

SS&H Financial Advisors first reported a position in LUMN in Q3 2025 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

SS&H Financial Advisors held 46,943 shares of Lumen worth $365K as of Q4 2025.
SS&H Financial Advisors sold 10,000 Lumen shares in Q4 2025, an estimated $82.3K.
Lumen made up 0.11% of SS&H Financial Advisors's portfolio in Q4 2025, its #105 holding.
SS&H Financial Advisors first reported a position in Lumen in Q3 2025 and has held it in 2 quarters since.
597 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.