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Artemis Wealth Advisors’s Lumentum LITE Stock Holding History

Artemis Wealth Advisors’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
Q2 		$3M Sell
3,500
-2,500
-42% -$2.23M 0.36% 21
2026
Q1 		$4.22M Hold
6,000
– – 0.64% 15
2025
Q4 		$2.21M Buy
+6,000
New +$1.54M 0.32% 19

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Artemis Wealth Advisors's LITE Position: Q2 2026 in Review

Artemis Wealth Advisors reduced its Lumentum (LITE) stake by 42% in Q2 2026, selling an estimated $2.23M and leaving 3,500 shares worth $3M. The position accounts for 0.36% of the portfolio, ranked #21.

Artemis Wealth Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Artemis Wealth Advisors held 3,500 shares of Lumentum worth $3M as of Q2 2026.
  • Artemis Wealth Advisors sold 2,500 Lumentum shares in Q2 2026, an estimated $2.23M.
  • Lumentum made up 0.36% of Artemis Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Artemis Wealth Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Artemis Wealth Advisors's Lumentum position peaked at $4.22M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.