IFWM
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Institute for Wealth Management’s Lumentum LITE Stock Holding History

Institute for 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
Q2 		$92.7K Buy
+108
New +$96.3K 0.01% 699

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's LITE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lumentum (LITE) in Q2 2026: 108 shares worth $92.7K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings.

673 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Institute for Wealth Management held 108 shares of Lumentum worth $92.7K as of Q2 2026.
  • Lumentum was a new Institute for Wealth Management position in Q2 2026.
  • Lumentum made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #699 holding.
  • 673 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.