NWM
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Northwest Wealth Management’s Lumentum LITE Stock Holding History

Northwest 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 		$237K Buy
+276
New +$246K 0.03% 236
2019
Q2 		– Sell
-50
Closed -$3K – 319
2019
Q1 		$3K Hold
50
– – ﹤0.01% 454
2018
Q4 		$2K Hold
50
– – ﹤0.01% 464
2018
Q3 		$3K Hold
50
– – ﹤0.01% 466
2018
Q2 		$3K Hold
50
– – ﹤0.01% 451
2018
Q1 		$3K Buy
+50
New +$2.87K ﹤0.01% 463

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Northwest Wealth Management's LITE Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in Lumentum (LITE) in Q2 2026: 276 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in LITE as recently as Q1 2019.

Northwest Wealth Management first reported a position in LITE in Q1 2018 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Northwest Wealth Management held 276 shares of Lumentum worth $237K as of Q2 2026.
  • Lumentum was a new Northwest Wealth Management position in Q2 2026.
  • Lumentum made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Northwest Wealth Management first reported a position in Lumentum in Q1 2018 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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