Darwin Wealth Management’s Lumentum LITE Stock Holding History

Darwin Wealth 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	$4.04K	Hold	4	–	–	﹤0.01%	457
2026 Q1	$2.81K	Hold	4	–	–	﹤0.01%	464
2025 Q4	$1.47K	Hold	4	–	–	﹤0.01%	543
2025 Q3	$650	Hold	4	–	–	﹤0.01%	551
2025 Q2	$380	Hold	4	–	–	﹤0.01%	566
2025 Q1	$335	Hold	4	–	–	﹤0.01%	601
2024 Q4	$335	Hold	4	–	–	﹤0.01%	601
2024 Q3	$254	Buy	+4	New	+$216	﹤0.01%	613
2020 Q2	–	Sell	-2	Closed	–	–	485
2020 Q1	$0	Buy	+2	New	+$157	﹤0.01%	819

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

Darwin Wealth Management's LITE Position: Q2 2026 in Review

Darwin Wealth Management held its Lumentum (LITE) position steady in Q2 2026 at 4 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Darwin Wealth Management first reported a position in LITE in Q1 2020 and has held it in 9 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Darwin Wealth Management held 4 shares of Lumentum worth $4.04K as of Q2 2026.
Darwin Wealth Management left its Lumentum share count unchanged in Q2 2026.
Lumentum made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #457 holding.
Darwin Wealth Management first reported a position in Lumentum in Q1 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 Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.