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Chesley Taft & Associates’s Lumentum LITE Stock Holding History

Chesley Taft & Associates’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 		$256K Sell
298
-247
-45% -$220K 0.01% 343
2026
Q1 		$383K Sell
545
-23
-4% -$12.6K 0.02% 300
2025
Q4 		$209K Buy
+568
New +$146K 0.01% 363

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 $3.37T AUM 44.26% 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

Chesley Taft & Associates's LITE Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Lumentum (LITE) stake by 45% in Q2 2026, selling an estimated $220K and leaving 298 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #343.

Chesley Taft & Associates first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $383K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Chesley Taft & Associates held 298 shares of Lumentum worth $256K as of Q2 2026.
  • Chesley Taft & Associates sold 247 Lumentum shares in Q2 2026, an estimated $220K.
  • Lumentum made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #343 holding.
  • Chesley Taft & Associates first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Chesley Taft & Associates's Lumentum position peaked at $383K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.