FIC
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Family Investment Center’s Lumentum LITE Stock Holding History

Family Investment Center’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 		$323K Buy
+376
New +$335K 0.05% 84

Other funds holding LITE

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Vanguard Portfolio Management
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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

Family Investment Center's LITE Position: Q2 2026 in Review

Family Investment Center opened a new position in Lumentum (LITE) in Q2 2026: 376 shares worth $323K. The stake represents 0.05% of the portfolio and ranks #84 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Family Investment Center held 376 shares of Lumentum worth $323K as of Q2 2026.
  • Lumentum was a new Family Investment Center position in Q2 2026.
  • Lumentum made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #84 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.