AXS Investments
LITE icon

AXS Investments’s Lumentum LITE Stock Holding History

AXS Investments’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
Q3 		$191M Buy
+196,330
New +$166M 18.54% 2

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

AXS Investments's LITE Position: Q3 2026 in Review

AXS Investments opened a new position in Lumentum (LITE) in Q3 2026: 196,330 shares worth $191M. The stake represents 18.54% of the portfolio and ranks #2 among its holdings.

833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • AXS Investments held 196,330 shares of Lumentum worth $191M as of Q3 2026.
  • Lumentum was a new AXS Investments position in Q3 2026.
  • Lumentum made up 18.54% of AXS Investments's portfolio in Q3 2026, its #2 holding.
  • 833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on AXS Investments's 13F filing for Q3 2026, filed 4 Nov 2026.