AWM
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
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

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

Axxcess Wealth Management's LITE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Lumentum (LITE) in Q2 2026: 7,992 shares worth $6.86M. The stake represents 0.11% of the portfolio and ranks #183 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LITE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Axxcess Wealth Management held 7,992 shares of Lumentum worth $6.86M as of Q2 2026.
  • Lumentum was a new Axxcess Wealth Management position in Q2 2026.
  • Lumentum made up 0.11% of Axxcess Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Axxcess Wealth Management first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.