BFIM
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Beese Fulmer Investment Management’s Lumentum LITE Stock Holding History

Beese Fulmer Investment 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 		$3.6M Buy
4,192
+113
+3% +$101K 0.21% 84
2026
Q1 		$2.87M Buy
+4,079
New +$2.24M 0.18% 90
2020
Q3 		– Sell
-200
Closed -$16K – 392
2020
Q2 		$16K Buy
+200
New +$15.2K ﹤0.01% 434

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return

Beese Fulmer Investment Management's LITE Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Lumentum (LITE) stake by 2.8% in Q2 2026, buying an estimated $101K and bringing the position to 4,192 shares worth $3.6M. The position accounts for 0.21% of the portfolio, ranked #84.

Beese Fulmer Investment Management first reported a position in LITE in Q2 2020 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Beese Fulmer Investment Management held 4,192 shares of Lumentum worth $3.6M as of Q2 2026.
  • Beese Fulmer Investment Management bought 113 Lumentum shares in Q2 2026, an estimated $101K.
  • Lumentum made up 0.21% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #84 holding.
  • Beese Fulmer Investment Management first reported a position in Lumentum in Q2 2020 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.