Chung Wu Investment Group’s Lumentum LITE Stock Holding History

Chung Wu 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 Q2	$1.56M	Sell	1,820 -200	-10%	-$178K	1.03%	23
2026 Q1	$1.42M	Sell	2,020 -380	-16%	-$209K	1.22%	20
2025 Q4	$885K	Sell	2,400 -200	-8%	-$51.4K	0.72%	31
2025 Q3	$423K	Buy	+2,600	New	+$324K	0.35%	59

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Chung Wu Investment Group's LITE Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Lumentum (LITE) stake by 9.9% in Q2 2026, selling an estimated $178K and leaving 1,820 shares worth $1.56M. The position accounts for 1.03% of the portfolio, ranked #23.

Chung Wu Investment Group first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Chung Wu Investment Group held 1,820 shares of Lumentum worth $1.56M as of Q2 2026.
Chung Wu Investment Group sold 200 Lumentum shares in Q2 2026, an estimated $178K.
Lumentum made up 1.03% of Chung Wu Investment Group's portfolio in Q2 2026, its #23 holding.
Chung Wu Investment Group first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.