Axxcess Wealth Management
LITE icon

Axxcess Wealth Management’s Lumentum LITE Stock Holding History

Axxcess Wealth Management’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 		$397K Sell
409
-7,583
-95% -$6.41M 0.02% 645
2026
Q2 		$6.86M Buy
+7,992
New +$7.13M 0.11% 183
2026
Q1 		– Sell
-9,955
Closed -$3.67M – 737
2025
Q4 		$3.67M Buy
+9,955
New +$2.56M 0.06% 260

Other funds holding LITE

Assenagon Asset Management
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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 30.35% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Axxcess Wealth Management's LITE Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Lumentum (LITE) stake by 95% in Q3 2026, selling an estimated $6.41M and leaving 409 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #645.

Axxcess Wealth Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.86M in Q2 2026. 246 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Axxcess Wealth Management held 409 shares of Lumentum worth $397K as of Q3 2026.
  • Axxcess Wealth Management sold 7,583 Lumentum shares in Q3 2026, an estimated $6.41M.
  • Lumentum made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #645 holding.
  • Axxcess Wealth Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Lumentum position peaked at $6.86M in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.