WWC
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Waypoint Wealth Counsel’s Lumentum LITE Stock Holding History

Waypoint Wealth Counsel’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 		$213K Buy
+303
New +$166K 0.11% 206

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waypoint Wealth Counsel's LITE Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in Lumentum (LITE) in Q1 2026: 303 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #206 among its holdings.

1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Waypoint Wealth Counsel held 303 shares of Lumentum worth $213K as of Q1 2026.
  • Lumentum was a new Waypoint Wealth Counsel position in Q1 2026.
  • Lumentum made up 0.11% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #206 holding.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.