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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
Q2 		– Sell
-3,797
Closed -$2.67M – 141
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 $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

Donoghue Forlines's LITE Position: Q2 2026 in Review

Donoghue Forlines sold out of Lumentum (LITE) in Q2 2026, closing a stake of 3,797 shares — an estimated $2.67M sold.

Donoghue Forlines first reported a position in LITE in Q4 2020 and held it in 9 quarters. The position peaked at $2.67M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Donoghue Forlines reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • Donoghue Forlines sold 3,797 Lumentum shares in Q2 2026, an estimated $2.67M.
  • Donoghue Forlines first reported a position in Lumentum in Q4 2020 and held it in 9 quarters.
  • Donoghue Forlines's Lumentum position peaked at $2.67M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.