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Mowery & Schoenfeld Wealth Management’s Lumentum LITE Stock Holding History

Mowery & Schoenfeld 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 		$51.5K Buy
+60
New +$53.5K 0.07% 134

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LITE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Lumentum (LITE) in Q2 2026: 60 shares worth $51.5K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 60 shares of Lumentum worth $51.5K as of Q2 2026.
  • Lumentum was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • Lumentum made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #134 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.