CFM
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Cornerstone Financial Management’s Lumentum LITE Stock Holding History

Cornerstone Financial 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
Q2 		$11.2K Buy
13
+7
+117% +$6.24K 0.01% 438
2026
Q1 		$4.22K Buy
6
+4
+200% +$2.2K ﹤0.01% 531
2025
Q4 		$737 Buy
+2
New +$514 ﹤0.01% 1032

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

Cornerstone Financial Management's LITE Position: Q2 2026 in Review

Cornerstone Financial Management increased its Lumentum (LITE) stake by 117% in Q2 2026, buying an estimated $6.24K and bringing the position to 13 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #438.

Cornerstone Financial Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Cornerstone Financial Management held 13 shares of Lumentum worth $11.2K as of Q2 2026.
  • Cornerstone Financial Management bought 7 Lumentum shares in Q2 2026, an estimated $6.24K.
  • Lumentum made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #438 holding.
  • Cornerstone Financial Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.