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Total Investment Management’s Lumen LUMN Stock Holding History

Total Investment 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
Q3 		– Sell
-532
Closed -$2.33K – 525
2025
Q2 		$2.33K Buy
+532
New +$2.06K ﹤0.01% 534

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Total Investment Management's LUMN Position: Q3 2025 in Review

Total Investment Management sold out of Lumen (LUMN) in Q3 2025, closing a stake of 532 shares — an estimated $2.33K sold.

Total Investment Management first reported a position in LUMN in Q2 2025 and held it in 1 quarter. The position peaked at $2.33K in Q2 2025. 543 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Total Investment Management reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 532 Lumen shares in Q3 2025, an estimated $2.33K.
  • Total Investment Management first reported a position in Lumen in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Lumen position peaked at $2.33K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.