Americana Partners’s Lumentum LITE Stock Holding History

Americana 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	$9.33M	Buy	10,874 +10,552	+3,277%	+$9.41M	0.21%	95
2026 Q1	$226K	Buy	+322	New	+$177K	0.01%	476

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Americana Partners's LITE Position: Q2 2026 in Review

Americana Partners increased its Lumentum (LITE) stake by 3,277% in Q2 2026, buying an estimated $9.41M and bringing the position to 10,874 shares worth $9.33M. The position accounts for 0.21% of the portfolio, ranked #95.

Americana Partners first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,321 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Americana Partners held 10,874 shares of Lumentum worth $9.33M as of Q2 2026.
Americana Partners bought 10,552 Lumentum shares in Q2 2026, an estimated $9.41M.
Lumentum made up 0.21% of Americana Partners's portfolio in Q2 2026, its #95 holding.
Americana Partners first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,321 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.