Eagle Wealth Strategies’s Lumentum LITE Stock Holding History

Eagle Wealth Strategies’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	$453K	Buy	528 +100	+23%	+$89.2K	0.17%	62
2026 Q1	$301K	Buy	+428	New	+$235K	0.13%	77

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

Eagle Wealth Strategies's LITE Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Lumentum (LITE) stake by 23% in Q2 2026, buying an estimated $89.2K and bringing the position to 528 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #62.

Eagle Wealth Strategies first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Eagle Wealth Strategies held 528 shares of Lumentum worth $453K as of Q2 2026.
Eagle Wealth Strategies bought 100 Lumentum shares in Q2 2026, an estimated $89.2K.
Lumentum made up 0.17% of Eagle Wealth Strategies's portfolio in Q2 2026, its #62 holding.
Eagle Wealth Strategies first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.