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Stephens Consulting’s Lumen LUMN Stock Holding History

Stephens Consulting’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
-270
Closed -$1.06K – 1639
2025
Q1 		$1.06K Buy
+270
New +$1.34K ﹤0.01% 622
2023
Q4 		– Sell
-2,705
Closed -$3.84K – 497
2023
Q3 		$3.84K Buy
+2,705
New +$4.58K ﹤0.01% 394

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Stephens Consulting's LUMN Position: Q2 2025 in Review

Stephens Consulting sold out of Lumen (LUMN) in Q2 2025, closing a stake of 270 shares — an estimated $1.06K sold.

Stephens Consulting first reported a position in LUMN in Q3 2023 and held it in 2 quarters. The position peaked at $3.84K in Q3 2023. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Stephens Consulting reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 270 Lumen shares in Q2 2025, an estimated $1.06K.
  • Stephens Consulting first reported a position in Lumen in Q3 2023 and held it in 2 quarters.
  • Stephens Consulting's Lumen position peaked at $3.84K in Q3 2023.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.