AWP
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Abacus Wealth Partners’s Lumentum LITE Stock Holding History

Abacus Wealth Partners’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
Q2 		$274K Sell
319
-138
-30% -$123K 0.03% 253
2026
Q1 		$321K Buy
+457
New +$251K 0.03% 336

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Abacus Wealth Partners's LITE Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Lumentum (LITE) stake by 30% in Q2 2026, selling an estimated $123K and leaving 319 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #253.

Abacus Wealth Partners first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Abacus Wealth Partners held 319 shares of Lumentum worth $274K as of Q2 2026.
  • Abacus Wealth Partners sold 138 Lumentum shares in Q2 2026, an estimated $123K.
  • Lumentum made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Abacus Wealth Partners first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Abacus Wealth Partners's Lumentum position peaked at $321K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.