Arlington Capital Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$758K Buy
883
+585
+196% +$522K 0.47% 41
2026
Q1
$209K Buy
+298
New +$164K 0.12% 104

Other funds holding LITE

Arlington Capital Management's LITE Position: Q2 2026 in Review

Arlington Capital Management increased its Lumentum (LITE) stake by 196% in Q2 2026, buying an estimated $522K and bringing the position to 883 shares worth $758K. The position accounts for 0.47% of the portfolio, ranked #41.

Arlington Capital Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Arlington Capital Management held 883 shares of Lumentum worth $758K as of Q2 2026.
  • Arlington Capital Management bought 585 Lumentum shares in Q2 2026, an estimated $522K.
  • Lumentum made up 0.47% of Arlington Capital Management's portfolio in Q2 2026, its #41 holding.
  • Arlington Capital Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Arlington Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.