Empirical 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
$473K Buy
551
+166
+43% +$148K 0.01% 702
2026
Q1
$271K Buy
+385
New +$212K ﹤0.01% 834
2023
Q2
Sell
-12,414
Closed -$670K 486
2023
Q1
$670K Buy
12,414
+2,259
+22% +$126K 0.03% 280
2022
Q4
$530K Buy
10,155
+1,907
+23% +$117K 0.03% 301
2022
Q3
$566K Buy
8,248
+3,021
+58% +$250K 0.03% 279
2022
Q2
$415K Buy
+5,227
New +$447K 0.02% 329

Other funds holding LITE

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

Empirical Wealth Management increased its Lumentum (LITE) stake by 43% in Q2 2026, buying an estimated $148K and bringing the position to 551 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #702.

Empirical Wealth Management first reported a position in LITE in Q2 2022 and has held it in 6 quarters since. The position peaked at $670K in Q1 2023. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Empirical Wealth Management held 551 shares of Lumentum worth $473K as of Q2 2026.
  • Empirical Wealth Management bought 166 Lumentum shares in Q2 2026, an estimated $148K.
  • Lumentum made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #702 holding.
  • Empirical Wealth Management first reported a position in Lumentum in Q2 2022 and has held it in 6 quarters since.
  • Empirical Wealth Management's Lumentum position peaked at $670K in Q1 2023.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.