Cornerstone Planning Group’s Lumentum LITE Stock Holding History

Cornerstone Planning 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	$10.8K	Sell	13 -2	-13%	-$1.78K	﹤0.01%	869
2026 Q1	$14.9K	Buy	15 +12	+400%	+$6.59K	﹤0.01%	774
2025 Q4	$1.16K	Buy	+3	New	+$770	﹤0.01%	1317
2024 Q3	–	Sell	-135	Closed	-$5.6K	–	1333
2024 Q2	$5.6K	Sell	135 -24	-15%	-$1.09K	﹤0.01%	549
2024 Q1	$7.11K	Hold	159	–	–	﹤0.01%	464
2023 Q4	$8.34K	Hold	159	–	–	﹤0.01%	462
2023 Q3	$7.18K	Buy	159 +41	+35%	+$2.08K	﹤0.01%	483
2023 Q2	$6.69K	Buy	+118	New	+$5.9K	﹤0.01%	793
2022 Q4	$3.99K	Buy	+68	New	+$4.18K	﹤0.01%	988

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

Cornerstone Planning Group's LITE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Lumentum (LITE) stake by 13% in Q2 2026, selling an estimated $1.78K and leaving 13 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Cornerstone Planning Group first reported a position in LITE in Q4 2022 and has held it in 9 quarters since. The position peaked at $14.9K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Cornerstone Planning Group held 13 shares of Lumentum worth $10.8K as of Q2 2026.
Cornerstone Planning Group sold 2 Lumentum shares in Q2 2026, an estimated $1.78K.
Lumentum made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #869 holding.
Cornerstone Planning Group first reported a position in Lumentum in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's Lumentum position peaked at $14.9K in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.