Whitaker-Myers Wealth Managers’s Lumentum LITE Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.97M	Buy	+2,033	New	+$1.72M	0.32%	43

Other funds holding LITE

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Whitaker-Myers Wealth Managers's LITE Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Lumentum (LITE) in Q3 2026: 2,033 shares worth $1.97M. The stake represents 0.32% of the portfolio and ranks #43 among its holdings.

83 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Whitaker-Myers Wealth Managers held 2,033 shares of Lumentum worth $1.97M as of Q3 2026.
Lumentum was a new Whitaker-Myers Wealth Managers position in Q3 2026.
Lumentum made up 0.32% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #43 holding.
83 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.