Dogwood 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
$45.5K Buy
53
+5
+10% +$4.46K 0.02% 166
2026
Q1
$33.7K Buy
48
+27
+129% +$14.8K 0.01% 178
2025
Q4
$7.74K Buy
21
+17
+425% +$4.37K ﹤0.01% 341
2025
Q3
$651 Buy
+4
New +$499 ﹤0.01% 628

Other funds holding LITE

Dogwood Wealth Management's LITE Position: Q2 2026 in Review

Dogwood Wealth Management increased its Lumentum (LITE) stake by 10% in Q2 2026, buying an estimated $4.46K and bringing the position to 53 shares worth $45.5K. The position accounts for 0.02% of the portfolio, ranked #166.

Dogwood Wealth Management first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Dogwood Wealth Management held 53 shares of Lumentum worth $45.5K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Lumentum shares in Q2 2026, an estimated $4.46K.
  • Lumentum made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Dogwood Wealth Management first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.