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CM Wealth Advisors’s LSI Industries LYTS Stock Holding History

CM Wealth Advisors’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Buy
+21,741
New +$502K 0.1% 91
2023
Q2 		– Sell
-51,249
Closed -$636K – 312
2023
Q1 		$636K Buy
+51,249
New +$708K 0.12% 221

Other funds holding LYTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's LYTS Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in LSI Industries (LYTS) in Q2 2026: 21,741 shares worth $578K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in LYTS as recently as Q1 2023.

CM Wealth Advisors first reported a position in LYTS in Q1 2023 and has held it in 2 quarters since. The position peaked at $636K in Q1 2023. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • CM Wealth Advisors held 21,741 shares of LSI Industries worth $578K as of Q2 2026.
  • LSI Industries was a new CM Wealth Advisors position in Q2 2026.
  • LSI Industries made up 0.1% of CM Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • CM Wealth Advisors first reported a position in LSI Industries in Q1 2023 and has held it in 2 quarters since.
  • CM Wealth Advisors's LSI Industries position peaked at $636K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

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