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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
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 $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

Advisor Resource Council's LITE Position: Q1 2026 in Review

Advisor Resource Council reduced its Lumentum (LITE) stake by 2.4% in Q1 2026, selling an estimated $35.7K and leaving 2,647 shares worth $1.86M. The position accounts for 0.6% of the portfolio, ranked #25.

Advisor Resource Council first reported a position in LITE in Q4 2021 and has held it in 5 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Advisor Resource Council held 2,647 shares of Lumentum worth $1.86M as of Q1 2026.
  • Advisor Resource Council sold 65 Lumentum shares in Q1 2026, an estimated $35.7K.
  • Lumentum made up 0.6% of Advisor Resource Council's portfolio in Q1 2026, its #25 holding.
  • Advisor Resource Council first reported a position in Lumentum in Q4 2021 and has held it in 5 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.