BFS
LITE icon

Bare Financial Services’s Lumentum LITE Stock Holding History

Bare Financial Services’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 		$31.7K Buy
37
+3
+9% +$2.68K 0.01% 145
2026
Q1 		$23.9K Buy
34
+11
+48% +$6.04K 0.01% 123
2025
Q4 		$8.48K Sell
23
-5
-18% -$1.28K ﹤0.01% 306
2025
Q3 		$4.56K Buy
28
+5
+22% +$623 ﹤0.01% 583
2025
Q2 		$2.19K Buy
23
+15
+188% +$1.06K ﹤0.01% 737
2025
Q1 		$499 Buy
+8
New +$616 ﹤0.01% 819

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

Bare Financial Services's LITE Position: Q2 2026 in Review

Bare Financial Services increased its Lumentum (LITE) stake by 8.8% in Q2 2026, buying an estimated $2.68K and bringing the position to 37 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #145.

Bare Financial Services first reported a position in LITE in Q1 2025 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Bare Financial Services held 37 shares of Lumentum worth $31.7K as of Q2 2026.
  • Bare Financial Services bought 3 Lumentum shares in Q2 2026, an estimated $2.68K.
  • Lumentum made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #145 holding.
  • Bare Financial Services first reported a position in Lumentum in Q1 2025 and has held it in 6 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.