RMR Wealth Builders
LITE icon

RMR Wealth Builders’s Lumentum LITE Stock Holding History

RMR Wealth Builders’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 		$236K Buy
+243
New +$205K 0.01% 280
2021
Q2 		– Sell
-60
Closed -$5K – 455
2021
Q1 		$5K Hold
60
– – ﹤0.01% 673
2020
Q4 		$6K Buy
+60
New +$5.17K ﹤0.01% 449
2020
Q3 		– Sell
-60
Closed -$5K – 361
2020
Q2 		$5K Buy
+60
New +$4.57K ﹤0.01% 383
2019
Q4 		$5K Buy
+60
New +$3.93K ﹤0.01% 374

Other funds holding LITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RMR Wealth Builders's LITE Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in Lumentum (LITE) in Q3 2026: 243 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in LITE as recently as Q1 2021.

RMR Wealth Builders first reported a position in LITE in Q4 2019 and has held it in 5 quarters since. 1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • RMR Wealth Builders held 243 shares of Lumentum worth $236K as of Q3 2026.
  • Lumentum was a new RMR Wealth Builders position in Q3 2026.
  • Lumentum made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #280 holding.
  • RMR Wealth Builders first reported a position in Lumentum in Q4 2019 and has held it in 5 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.