SWM
LITE icon

SHP Wealth Management’s Lumentum LITE Stock Holding History

SHP 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
Q1 		$36.4K Buy
+52
New +$28.6K ﹤0.01% 570

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHP Wealth Management's LITE Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Lumentum (LITE) in Q1 2026: 52 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

1,086 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • SHP Wealth Management held 52 shares of Lumentum worth $36.4K as of Q1 2026.
  • Lumentum was a new SHP Wealth Management position in Q1 2026.
  • Lumentum made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #570 holding.
  • 1,086 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.