Tucker Asset Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Tucker Asset 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 Q1	–	Sell	-8	Closed	-$42	–	654
2024 Q4	$42	Hold	8	–	–	﹤0.01%	1501
2024 Q3	$57	Hold	8	–	–	﹤0.01%	1410
2024 Q2	$9	Hold	8	–	–	﹤0.01%	1649
2024 Q1	$12	Hold	8	–	–	﹤0.01%	1625
2023 Q4	$15	Sell	8 -200	-96%	-$283	﹤0.01%	1443
2023 Q3	$295	Buy	208 +200	+2,500%	+$339	﹤0.01%	1283
2023 Q2	$18	Sell	8 -416	-98%	-$916	﹤0.01%	1147
2023 Q1	$1.12K	Buy	424 +416	+5,200%	+$1.68K	﹤0.01%	974
2022 Q4	$42	Buy	+8	New	+$49	﹤0.01%	806

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tucker Asset Management's LUMN Position: Q1 2025 in Review

Tucker Asset Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2025, closing a stake of 8 shares — an estimated $42 sold.

Tucker Asset Management first reported a position in LUMN in Q4 2022 and held it in 9 quarters. The position peaked at $1.12K in Q1 2023. 539 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Tucker Asset Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 8 Lumen Technologies, Inc. Common Stock shares in Q1 2025, an estimated $42.
Tucker Asset Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and held it in 9 quarters.
Tucker Asset Management's Lumen Technologies, Inc. Common Stock position peaked at $1.12K in Q1 2023.
539 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.