Wealthspire Advisors (New York)’s Lumen LUMN Stock Holding History

Wealthspire Advisors (New York)’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	-2,670	Closed	-$16.3K	–	2098
2025 Q3	$16.3K	Buy	+2,670	New	+$12.8K	﹤0.01%	1780
2021 Q2	–	Sell	-11,627	Closed	-$155K	–	540
2021 Q1	$155K	Buy	+11,627	New	+$144K	﹤0.01%	683
2020 Q4	–	Sell	-10,315	Closed	-$104K	–	586
2020 Q3	$104K	Buy	+10,315	New	+$107K	0.01%	317
2020 Q2	–	Sell	-16,319	Closed	-$154K	–	427
2020 Q1	$154K	Buy	+16,319	New	+$204K	0.01%	511
2019 Q1	–	Sell	-807	Closed	-$12K	–	479
2018 Q4	$12K	Buy	+807	New	+$15.4K	﹤0.01%	459

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s LUMN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lumen (LUMN) in Q4 2025, closing a stake of 2,670 shares — an estimated $16.3K sold.

Wealthspire Advisors (New York) first reported a position in LUMN in Q4 2018 and held it in 5 quarters. The position peaked at $155K in Q1 2021. 595 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,670 Lumen shares in Q4 2025, an estimated $16.3K.
Wealthspire Advisors (New York) first reported a position in Lumen in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Lumen position peaked at $155K in Q1 2021.
595 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.