CWA Asset Management Group
LITE icon

CWA Asset Management Group’s Lumentum LITE Stock Holding History

CWA Asset Management Group’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
Q3 		$641K Buy
660
+279
+73% +$236K 0.02% 460
2026
Q2 		$327K Buy
+381
New +$340K 0.01% 572

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WAM
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CWA Asset Management Group's LITE Position: Q3 2026 in Review

CWA Asset Management Group increased its Lumentum (LITE) stake by 73% in Q3 2026, buying an estimated $236K and bringing the position to 660 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #460.

CWA Asset Management Group first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • CWA Asset Management Group held 660 shares of Lumentum worth $641K as of Q3 2026.
  • CWA Asset Management Group bought 279 Lumentum shares in Q3 2026, an estimated $236K.
  • Lumentum made up 0.02% of CWA Asset Management Group's portfolio in Q3 2026, its #460 holding.
  • CWA Asset Management Group first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on CWA Asset Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.