ARC
LITE icon

Advisor Resource Council’s Lumentum LITE Stock Holding History

Advisor Resource Council’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 		$2.01M Buy
2,746
+99
+4% +$88.3K 0.57% 30
2026
Q1 		$1.86M Sell
2,647
-65
-2% -$35.7K 0.6% 25
2025
Q4 		$1.15M Buy
+2,712
New +$696K 0.41% 48
2022
Q3 		– Sell
-2,813
Closed -$223K – 337
2022
Q2 		$223K Buy
2,813
+481
+21% +$41.1K 0.02% 442
2022
Q1 		$228K Buy
2,332
+11
+0.5% +$1.08K 0.07% 182
2021
Q4 		$246K Buy
+2,321
New +$211K 0.02% 499

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

Advisor Resource Council's LITE Position: Q2 2026 in Review

Advisor Resource Council increased its Lumentum (LITE) stake by 3.7% in Q2 2026, buying an estimated $88.3K and bringing the position to 2,746 shares worth $2.01M. The position accounts for 0.57% of the portfolio, ranked #30.

Advisor Resource Council first reported a position in LITE in Q4 2021 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Advisor Resource Council held 2,746 shares of Lumentum worth $2.01M as of Q2 2026.
  • Advisor Resource Council bought 99 Lumentum shares in Q2 2026, an estimated $88.3K.
  • Lumentum made up 0.57% of Advisor Resource Council's portfolio in Q2 2026, its #30 holding.
  • Advisor Resource Council first reported a position in Lumentum in Q4 2021 and has held it in 6 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.