EF
LITE icon

Empowered Funds’s Lumentum LITE Stock Holding History

Empowered Funds’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 		$3.57M Buy
5,075
+899
+22% +$494K 0.02% 795
2025
Q4 		$1.54M Buy
4,176
+454
+12% +$117K 0.03% 559
2025
Q3 		$606K Sell
3,722
-1,604
-30% -$200K 0.01% 1337
2025
Q2 		$506K Sell
5,326
-2,813
-35% -$200K 0.01% 1313
2025
Q1 		$507K Buy
8,139
+680
+9% +$52.3K 0.01% 1211
2024
Q4 		$626K Buy
+7,459
New +$581K 0.01% 1101

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

Empowered Funds's LITE Position: Q1 2026 in Review

Empowered Funds increased its Lumentum (LITE) stake by 22% in Q1 2026, buying an estimated $494K and bringing the position to 5,075 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #795.

Empowered Funds first reported a position in LITE in Q4 2024 and has held it in 6 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Empowered Funds held 5,075 shares of Lumentum worth $3.57M as of Q1 2026.
  • Empowered Funds bought 899 Lumentum shares in Q1 2026, an estimated $494K.
  • Lumentum made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #795 holding.
  • Empowered Funds first reported a position in Lumentum in Q4 2024 and has held it in 6 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.