NWMP
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Noble Wealth Management PBC’s Lumentum LITE Stock Holding History

Noble Wealth Management PBC’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 		$178K Buy
183
+1
+0.5% +$846 0.08% 169
2026
Q2 		$156K Hold
182
– – 0.07% 178
2026
Q1 		$128K Hold
182
– – 0.06% 179
2025
Q4 		$67.1K Hold
182
– – 0.03% 230
2025
Q3 		$29.6K Buy
+182
New +$22.7K 0.02% 309
2025
Q1 		$11.3K Hold
182
– – 0.01% 359
2024
Q4 		$15.3K Buy
+182
New +$14.2K 0.01% 309

Other funds holding LITE

PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Noble Wealth Management PBC's LITE Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Lumentum (LITE) stake by 0.55% in Q3 2026, buying an estimated $846 and bringing the position to 183 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #169.

Noble Wealth Management PBC first reported a position in LITE in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Noble Wealth Management PBC held 183 shares of Lumentum worth $178K as of Q3 2026.
  • Noble Wealth Management PBC bought 1 Lumentum share in Q3 2026, an estimated $846.
  • Lumentum made up 0.08% of Noble Wealth Management PBC's portfolio in Q3 2026, its #169 holding.
  • Noble Wealth Management PBC first reported a position in Lumentum in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.