Brookstone Capital Management
LITE icon

Brookstone Capital Management’s Lumentum LITE Stock Holding History

Brookstone 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
Q3 		$2.32M Buy
2,391
+1,572
+192% +$1.33M 0.02% 470
2026
Q2 		$703K Sell
819
-906
-53% -$808K 0.01% 823
2026
Q1 		$1.21M Buy
1,725
+1,021
+145% +$561K 0.01% 587
2025
Q4 		$259K Buy
+704
New +$181K ﹤0.01% 1032

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Brookstone Capital Management's LITE Position: Q3 2026 in Review

Brookstone Capital Management increased its Lumentum (LITE) stake by 192% in Q3 2026, buying an estimated $1.33M and bringing the position to 2,391 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #470.

Brookstone Capital Management first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Brookstone Capital Management held 2,391 shares of Lumentum worth $2.32M as of Q3 2026.
  • Brookstone Capital Management bought 1,572 Lumentum shares in Q3 2026, an estimated $1.33M.
  • Lumentum made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #470 holding.
  • Brookstone Capital Management first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.