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Donoghue Forlines’s Lumentum LITE Stock Holding History

Donoghue Forlines’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
Q1 		$2.67M Sell
3,797
-2,464
-39% -$1.35M 0.74% 29
2025
Q4 		$2.31M Buy
+6,261
New +$1.61M 0.71% 36
2022
Q3 		– Sell
-6,219
Closed -$494K – 266
2022
Q2 		$494K Sell
6,219
-1,251
-17% -$107K 0.13% 224
2022
Q1 		$729K Buy
7,470
+1,926
+35% +$188K 0.16% 217
2021
Q4 		$586K Sell
5,544
-943
-15% -$85.9K 0.1% 222
2021
Q3 		$542K Sell
6,487
-101
-2% -$8.47K 0.11% 178
2021
Q2 		$540K Buy
6,588
+395
+6% +$33.2K 0.1% 179
2021
Q1 		$566K Sell
6,193
-520
-8% -$48.1K 0.11% 177
2020
Q4 		$636K Buy
+6,713
New +$579K 0.12% 187

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Donoghue Forlines's LITE Position: Q1 2026 in Review

Donoghue Forlines reduced its Lumentum (LITE) stake by 39% in Q1 2026, selling an estimated $1.35M and leaving 3,797 shares worth $2.67M. The position accounts for 0.74% of the portfolio, ranked #29.

Donoghue Forlines first reported a position in LITE in Q4 2020 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Donoghue Forlines held 3,797 shares of Lumentum worth $2.67M as of Q1 2026.
  • Donoghue Forlines sold 2,464 Lumentum shares in Q1 2026, an estimated $1.35M.
  • Lumentum made up 0.74% of Donoghue Forlines's portfolio in Q1 2026, its #29 holding.
  • Donoghue Forlines first reported a position in Lumentum in Q4 2020 and has held it in 9 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.