EWM
LITE icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return