FT
LITE icon

Fiduciary Trust’s Lumentum LITE Stock Holding History

Fiduciary Trust’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 		$214K Sell
249
-87
-26% -$77.6K ﹤0.01% 857
2026
Q1 		$236K Sell
336
-1,348
-80% -$741K ﹤0.01% 800
2025
Q4 		$621K Sell
1,684
-959
-36% -$246K 0.01% 509
2025
Q3 		$430K Buy
2,643
+266
+11% +$33.2K ﹤0.01% 595
2025
Q2 		$226K Buy
+2,377
New +$169K ﹤0.01% 771

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

Fiduciary Trust's LITE Position: Q2 2026 in Review

Fiduciary Trust reduced its Lumentum (LITE) stake by 26% in Q2 2026, selling an estimated $77.6K and leaving 249 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Fiduciary Trust first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. The position peaked at $621K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Fiduciary Trust held 249 shares of Lumentum worth $214K as of Q2 2026.
  • Fiduciary Trust sold 87 Lumentum shares in Q2 2026, an estimated $77.6K.
  • Lumentum made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #857 holding.
  • Fiduciary Trust first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Trust's Lumentum position peaked at $621K in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.