Total Clarity Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Total Clarity Wealth Management’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	-191,420	Closed	-$1.17M	–	315
2025 Q3	$1.17M	Buy	+191,420	New	+$919K	0.31%	84
2023 Q4	–	Sell	-149,190	Closed	-$212K	–	245
2023 Q3	$212K	Buy	149,190 +58,081	+64%	+$98.3K	0.1%	203
2023 Q2	$206K	Buy	91,109 +26,718	+41%	+$58.8K	0.1%	201
2023 Q1	$171K	Buy	64,391 +27,185	+73%	+$110K	0.09%	171
2022 Q4	$194K	Buy	+37,206	New	+$229K	0.1%	220
2022 Q1	–	Sell	-134	Closed	-$2K	–	612
2021 Q4	$2K	Sell	134 -38,284	-100%	-$487K	﹤0.01%	917
2021 Q3	$476K	Buy	38,418 +4,481	+13%	+$56.2K	0.23%	109
2021 Q2	$461K	Buy	33,937 +8,526	+34%	+$118K	0.26%	110
2021 Q1	$339K	Buy	+25,411	New	+$316K	0.19%	121
2020 Q1	–	Sell	-779	Closed	-$10K	–	390
2019 Q4	$10K	Buy	+779	New	+$10.4K	0.01%	499

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's LUMN Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2025, closing a stake of 191,420 shares — an estimated $1.17M sold.

Total Clarity Wealth Management first reported a position in LUMN in Q4 2019 and held it in 10 quarters. The position peaked at $1.17M in Q3 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Total Clarity Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 191,420 Lumen Technologies, Inc. Common Stock shares in Q4 2025, an estimated $1.17M.
Total Clarity Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $1.17M in Q3 2025.
597 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.