Basecamp Wealth Advisors’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$89.2K Buy
104
+5
+5% +$4.46K 0.02% 414
2026
Q1
$69.4K Buy
99
+9
+10% +$4.94K 0.01% 468
2025
Q4
$33.1K Buy
+90
New +$23.1K 0.01% 633

Other funds holding LITE

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

Basecamp Wealth Advisors increased its Lumentum (LITE) stake by 5.1% in Q2 2026, buying an estimated $4.46K and bringing the position to 104 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #414.

Basecamp Wealth Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Basecamp Wealth Advisors held 104 shares of Lumentum worth $89.2K as of Q2 2026.
  • Basecamp Wealth Advisors bought 5 Lumentum shares in Q2 2026, an estimated $4.46K.
  • Lumentum made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #414 holding.
  • Basecamp Wealth Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.