Blue Bell Private Wealth Management’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
$47.2K Buy
55
+9
+20% +$8.03K 0.01% 429
2026
Q1
$32.3K Buy
+46
New +$25.3K ﹤0.01% 456

Other funds holding LITE

Blue Bell Private Wealth Management's LITE Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Lumentum (LITE) stake by 20% in Q2 2026, buying an estimated $8.03K and bringing the position to 55 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #429.

Blue Bell Private Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Blue Bell Private Wealth Management held 55 shares of Lumentum worth $47.2K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 9 Lumentum shares in Q2 2026, an estimated $8.03K.
  • Lumentum made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Blue Bell Private Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.