Empirical Wealth Management’s Lumentum LITE Stock Holding History

Empirical 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 Q3	–	Sell	-551	Closed	-$473K	–	1199
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Empirical Wealth Management's LITE Position: Q3 2026 in Review

Empirical Wealth Management sold out of Lumentum (LITE) in Q3 2026, closing a stake of 551 shares — an estimated $473K sold.

Empirical Wealth Management first reported a position in LITE in Q2 2022 and held it in 6 quarters. The position peaked at $670K in Q1 2023. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Empirical Wealth Management reported no remaining Lumentum position as of Q3 2026 after selling out during the quarter.
Empirical Wealth Management sold 551 Lumentum shares in Q3 2026, an estimated $473K.
Empirical Wealth Management first reported a position in Lumentum in Q2 2022 and held it in 6 quarters.
Empirical Wealth Management's Lumentum position peaked at $670K in Q1 2023.
704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.