Crewe Advisors’s Lumentum LITE Stock Holding History

Crewe Advisors’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	$42.9K	Buy	50 +6	+14%	+$5.35K	﹤0.01%	463
2026 Q1	$30.9K	Buy	+44	New	+$24.2K	﹤0.01%	438
2023 Q4	–	Sell	-3	Closed	-$136	–	580
2023 Q3	$136	Buy	3 +1	+50%	+$51	﹤0.01%	495
2023 Q2	$114	Buy	+2	New	+$100	﹤0.01%	855
2023 Q1	–	Sell	-3	Closed	-$157	–	948
2022 Q4	$157	Buy	+3	New	+$184	﹤0.01%	1005
2021 Q3	–	Sell	-59	Closed	-$5K	–	435
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	332
2021 Q1	$5K	Hold	59	–	–	﹤0.01%	369
2020 Q4	$6K	Buy	59 +40	+211%	+$3.45K	﹤0.01%	336
2020 Q3	$1K	Buy	+19	New	+$1.57K	﹤0.01%	591

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

Crewe Advisors's LITE Position: Q2 2026 in Review

Crewe Advisors increased its Lumentum (LITE) stake by 14% in Q2 2026, buying an estimated $5.35K and bringing the position to 50 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Crewe Advisors first reported a position in LITE in Q3 2020 and has held it in 9 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Crewe Advisors held 50 shares of Lumentum worth $42.9K as of Q2 2026.
Crewe Advisors bought 6 Lumentum shares in Q2 2026, an estimated $5.35K.
Lumentum made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #463 holding.
Crewe Advisors first reported a position in Lumentum in Q3 2020 and has held it in 9 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.