BGAI
LITE icon

Bruce G. Allen Investments’s Lumentum LITE Stock Holding History

Bruce G. Allen Investments’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 		$1.72K Sell
2
-1
-33% -$892 ﹤0.01% 711
2026
Q1 		$2.11K Buy
+3
New +$1.65K ﹤0.01% 685

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bruce G. Allen Investments's LITE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Lumentum (LITE) stake by 33% in Q2 2026, selling an estimated $892 and leaving 2 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Bruce G. Allen Investments first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.11K in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Bruce G. Allen Investments held 2 shares of Lumentum worth $1.72K as of Q2 2026.
  • Bruce G. Allen Investments sold 1 Lumentum share in Q2 2026, an estimated $892.
  • Lumentum made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #711 holding.
  • Bruce G. Allen Investments first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Bruce G. Allen Investments's Lumentum position peaked at $2.11K in Q1 2026.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.