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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
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
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

Financial Consulate's LITE Position: Q1 2026 in Review

Financial Consulate increased its Lumentum (LITE) stake by 140% in Q1 2026, buying an estimated $7.69K and bringing the position to 24 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Financial Consulate first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Financial Consulate held 24 shares of Lumentum worth $16.9K as of Q1 2026.
  • Financial Consulate bought 14 Lumentum shares in Q1 2026, an estimated $7.69K.
  • Lumentum made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #519 holding.
  • Financial Consulate first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.