Forum Financial Management
LITE icon

Forum Financial Management’s Lumentum LITE Stock Holding History

Forum Financial 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 		$242K Sell
249
-11
-4% -$9.3K ﹤0.01% 302
2026
Q2 		$223K Buy
+260
New +$232K ﹤0.01% 312
2026
Q1 		– Sell
-2,745
Closed -$1.01M – 697
2025
Q4 		$1.01M Sell
2,745
-237
-8% -$60.9K 0.01% 248
2025
Q3 		$485K Sell
2,982
-85
-3% -$10.6K 0.01% 470
2025
Q2 		$292K Buy
+3,067
New +$218K ﹤0.01% 688

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Forum Financial Management's LITE Position: Q3 2026 in Review

Forum Financial Management reduced its Lumentum (LITE) stake by 4.2% in Q3 2026, selling an estimated $9.3K and leaving 249 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Forum Financial Management first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Forum Financial Management held 249 shares of Lumentum worth $242K as of Q3 2026.
  • Forum Financial Management sold 11 Lumentum shares in Q3 2026, an estimated $9.3K.
  • Lumentum made up ﹤0.01% of Forum Financial Management's portfolio in Q3 2026, its #302 holding.
  • Forum Financial Management first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
  • Forum Financial Management's Lumentum position peaked at $1.01M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.