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Beacon Investment Advisory Services’s Lumentum LITE Stock Holding History

Beacon Investment Advisory 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 		$6.87K Buy
8
+3
+60% +$2.68K ﹤0.01% 658
2026
Q1 		$3.51K Buy
+5
New +$2.75K ﹤0.01% 723

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

Beacon Investment Advisory Services's LITE Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Lumentum (LITE) stake by 60% in Q2 2026, buying an estimated $2.68K and bringing the position to 8 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Beacon Investment Advisory Services first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Beacon Investment Advisory Services held 8 shares of Lumentum worth $6.87K as of Q2 2026.
  • Beacon Investment Advisory Services bought 3 Lumentum shares in Q2 2026, an estimated $2.68K.
  • Lumentum made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #658 holding.
  • Beacon Investment Advisory Services first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.