F/M Investments’s Lumentum LITE Stock Holding History

F/M Investments’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	-1,243	Closed	-$874K	–	373
2026 Q1	$874K	Sell	1,243 -1,205	-49%	-$662K	0.06%	177
2025 Q4	$902K	Buy	+2,448	New	+$629K	0.03%	298

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

F/M Investments's LITE Position: Q2 2026 in Review

F/M Investments sold out of Lumentum (LITE) in Q2 2026, closing a stake of 1,243 shares — an estimated $874K sold.

F/M Investments first reported a position in LITE in Q4 2025 and held it in 2 quarters. The position peaked at $902K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

F/M Investments reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
F/M Investments sold 1,243 Lumentum shares in Q2 2026, an estimated $874K.
F/M Investments first reported a position in Lumentum in Q4 2025 and held it in 2 quarters.
F/M Investments's Lumentum position peaked at $902K in Q4 2025.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.