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Cornerstone Wealth Management’s Lumentum LITE Stock Holding History

Cornerstone 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
Q1 		– Sell
-606
Closed -$223K – 724
2025
Q4 		$223K Buy
+606
New +$156K 0.01% 627
2022
Q1 		– Sell
-3,368
Closed -$358K – 503
2021
Q4 		$358K Buy
+3,368
New +$307K 0.03% 352

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cornerstone Wealth Management's LITE Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of Lumentum (LITE) in Q1 2026, closing a stake of 606 shares — an estimated $223K sold.

Cornerstone Wealth Management first reported a position in LITE in Q4 2021 and held it in 2 quarters. The position peaked at $358K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Cornerstone Wealth Management reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 606 Lumentum shares in Q1 2026, an estimated $223K.
  • Cornerstone Wealth Management first reported a position in Lumentum in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's Lumentum position peaked at $358K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.