Mission Wealth Management’s Lumentum LITE Stock Holding History

Mission 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	$894K	Sell	1,272 -23	-2%	-$12.6K	0.02%	342
2025 Q4	$477K	Buy	+1,295	New	+$333K	0.01%	500
2021 Q2	–	Sell	-2,414	Closed	-$221K	–	495
2021 Q1	$221K	Sell	2,414 -148	-6%	-$13.7K	0.01%	416
2020 Q4	$243K	Buy	+2,562	New	+$221K	0.02%	367
2018 Q2	–	Sell	-3,176	Closed	-$203K	–	275
2018 Q1	$203K	Buy	+3,176	New	+$182K	0.03%	224

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mission Wealth Management's LITE Position: Q1 2026 in Review

Mission Wealth Management reduced its Lumentum (LITE) stake by 1.8% in Q1 2026, selling an estimated $12.6K and leaving 1,272 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #342.

Mission Wealth Management first reported a position in LITE in Q1 2018 and has held it in 5 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Mission Wealth Management held 1,272 shares of Lumentum worth $894K as of Q1 2026.
Mission Wealth Management sold 23 Lumentum shares in Q1 2026, an estimated $12.6K.
Lumentum made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #342 holding.
Mission Wealth Management first reported a position in Lumentum in Q1 2018 and has held it in 5 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.