Physician Wealth Advisors’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.5K Buy
25
+6
+32% +$5.35K ﹤0.01% 642
2026
Q1
$13.4K Buy
19
+7
+58% +$3.85K ﹤0.01% 728
2025
Q4
$4.42K Buy
12
+4
+50% +$1.03K ﹤0.01% 1008
2025
Q3
$1.3K Buy
+8
New +$998 ﹤0.01% 1423
2025
Q2
Sell
-21
Closed -$1.31K 1898
2025
Q1
$1.31K Buy
+21
New +$1.62K ﹤0.01% 959

Other funds holding LITE

Physician Wealth Advisors's LITE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Lumentum (LITE) stake by 32% in Q2 2026, buying an estimated $5.35K and bringing the position to 25 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Physician Wealth Advisors first reported a position in LITE in Q1 2025 and has held it in 5 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of Lumentum worth $21.5K as of Q2 2026.
  • Physician Wealth Advisors bought 6 Lumentum shares in Q2 2026, an estimated $5.35K.
  • Lumentum made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #642 holding.
  • Physician Wealth Advisors first reported a position in Lumentum in Q1 2025 and has held it in 5 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.