Bedel Financial Consulting’s Lumentum LITE Stock Holding History

Bedel Financial Consulting’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	$469K	Hold	547	–	–	0.04%	183
2026 Q1	$384K	Hold	547	–	–	0.04%	197
2025 Q4	$202K	Buy	+547	New	+$140K	0.02%	284
2022 Q2	–	Sell	-847	Closed	-$83K	–	576
2022 Q1	$83K	Hold	847	–	–	0.03%	305
2021 Q4	$90K	Hold	847	–	–	0.03%	300
2021 Q3	$71K	Hold	847	–	–	0.02%	330
2021 Q2	$69K	Buy	847 +300	+55%	+$25.2K	0.02%	335
2021 Q1	$50K	Buy	547 +500	+1,064%	+$46.3K	0.02%	361
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	688
2020 Q3	$4K	Hold	47	–	–	﹤0.01%	645
2020 Q2	$4K	Hold	47	–	–	﹤0.01%	621
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	638
2019 Q4	$4K	Hold	47	–	–	﹤0.01%	613
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	621
2019 Q2	$3K	Buy	+47	New	+$2.5K	﹤0.01%	618

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

Bedel Financial Consulting's LITE Position: Q2 2026 in Review

Bedel Financial Consulting held its Lumentum (LITE) position steady in Q2 2026 at 547 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #183.

Bedel Financial Consulting first reported a position in LITE in Q2 2019 and has held it in 15 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Bedel Financial Consulting held 547 shares of Lumentum worth $469K as of Q2 2026.
Bedel Financial Consulting left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #183 holding.
Bedel Financial Consulting first reported a position in Lumentum in Q2 2019 and has held it in 15 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.