Financial Consulate’s Lumentum LITE Stock Holding History

Financial Consulate’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	$20.6K	Hold	24	–	–	﹤0.01%	514
2026 Q1	$16.9K	Buy	24 +14	+140%	+$7.69K	﹤0.01%	519
2025 Q4	$3.69K	Hold	10	–	–	﹤0.01%	791
2025 Q3	$1.63K	Buy	+10	New	+$1.25K	﹤0.01%	807

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

Financial Consulate's LITE Position: Q2 2026 in Review

Financial Consulate held its Lumentum (LITE) position steady in Q2 2026 at 24 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Financial Consulate first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Financial Consulate held 24 shares of Lumentum worth $20.6K as of Q2 2026.
Financial Consulate left its Lumentum share count unchanged in Q2 2026.
Lumentum made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #514 holding.
Financial Consulate first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.