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Brooklyn Investment Group’s Lumentum LITE Stock Holding History

Brooklyn Investment Group’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
Q1 		$4.01M Buy
5,713
+1,587
+38% +$872K 0.13% 123
2025
Q4 		$1.54M Buy
+4,126
New +$1.06M 0.07% 228
2025
Q3 		– Sell
-1,164
Closed -$111K – 1805
2025
Q2 		$111K Buy
1,164
+847
+267% +$60.1K 0.01% 892
2025
Q1 		$19.8K Buy
317
+313
+7,825% +$24.1K ﹤0.01% 1174
2024
Q4 		$336 Buy
+4
New +$312 ﹤0.01% 1734

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brooklyn Investment Group's LITE Position: Q1 2026 in Review

Brooklyn Investment Group increased its Lumentum (LITE) stake by 38% in Q1 2026, buying an estimated $872K and bringing the position to 5,713 shares worth $4.01M. The position accounts for 0.13% of the portfolio, ranked #123.

Brooklyn Investment Group first reported a position in LITE in Q4 2024 and has held it in 5 quarters since. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Brooklyn Investment Group held 5,713 shares of Lumentum worth $4.01M as of Q1 2026.
  • Brooklyn Investment Group bought 1,587 Lumentum shares in Q1 2026, an estimated $872K.
  • Lumentum made up 0.13% of Brooklyn Investment Group's portfolio in Q1 2026, its #123 holding.
  • Brooklyn Investment Group first reported a position in Lumentum in Q4 2024 and has held it in 5 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.