Beck Capital Management’s Lumentum LITE Stock Holding History

Beck Capital Management’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	$949K	Buy	1,106 +80	+8%	+$71.4K	0.17%	80
2026 Q1	$721K	Buy	+1,026	New	+$564K	0.17%	86
2020 Q2	–	Sell	-42,776	Closed	-$3.15M	–	91
2020 Q1	$3.15M	Sell	42,776 -4,027	-9%	-$317K	2.88%	10
2019 Q4	$3.71M	Buy	+46,803	New	+$3.06M	1.82%	17
2018 Q2	–	Sell	-7,325	Closed	-$467K	–	107
2018 Q1	$467K	Buy	+7,325	New	+$420K	0.21%	76

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 $3.37T AUM 44.26% 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

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

Beck Capital Management increased its Lumentum (LITE) stake by 7.8% in Q2 2026, buying an estimated $71.4K and bringing the position to 1,106 shares worth $949K. The position accounts for 0.17% of the portfolio, ranked #80.

Beck Capital Management first reported a position in LITE in Q1 2018 and has held it in 5 quarters since. The position peaked at $3.71M in Q4 2019. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Beck Capital Management held 1,106 shares of Lumentum worth $949K as of Q2 2026.
Beck Capital Management bought 80 Lumentum shares in Q2 2026, an estimated $71.4K.
Lumentum made up 0.17% of Beck Capital Management's portfolio in Q2 2026, its #80 holding.
Beck Capital Management first reported a position in Lumentum in Q1 2018 and has held it in 5 quarters since.
Beck Capital Management's Lumentum position peaked at $3.71M in Q4 2019.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.