Apella Capital
LITE icon

Apella Capital’s Lumentum LITE Stock Holding History

Apella Capital’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$694K Buy
625
+70
+13% +$59.2K 0.01% 452
2026
Q2 		$388K Buy
555
+176
+46% +$157K 0.01% 530
2026
Q1 		$339K Buy
+379
New +$208K 0.01% 525

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Apella Capital's LITE Position: Q3 2026 in Review

Apella Capital increased its Lumentum (LITE) stake by 13% in Q3 2026, buying an estimated $59.2K and bringing the position to 625 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #452.

Apella Capital first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Apella Capital held 625 shares of Lumentum worth $694K as of Q3 2026.
  • Apella Capital bought 70 Lumentum shares in Q3 2026, an estimated $59.2K.
  • Lumentum made up 0.01% of Apella Capital's portfolio in Q3 2026, its #452 holding.
  • Apella Capital first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.