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Strengthening Families & Communities LLC’s Lumen LUMN Stock Holding History

Strengthening Families & Communities LLC’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
-24
Closed -$146 – 592
2025
Q3 		$146 Buy
+24
New +$115 ﹤0.01% 694

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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

Strengthening Families & Communities LLC's LUMN Position: Q4 2025 in Review

Strengthening Families & Communities LLC sold out of Lumen (LUMN) in Q4 2025, closing a stake of 24 shares — an estimated $146 sold.

Strengthening Families & Communities LLC first reported a position in LUMN in Q3 2025 and held it in 1 quarter. The position peaked at $146 in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Strengthening Families & Communities LLC reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 24 Lumen shares in Q4 2025, an estimated $146.
  • Strengthening Families & Communities LLC first reported a position in Lumen in Q3 2025 and held it in 1 quarter.
  • Strengthening Families & Communities LLC's Lumen position peaked at $146 in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2025, filed 3 Feb 2026.