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Forum Financial Management’s Lumentum LITE Stock Holding History

Forum Financial Management’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 		$223K Buy
+260
New +$232K ﹤0.01% 312
2026
Q1 		– Sell
-2,745
Closed -$1.01M – 697
2025
Q4 		$1.01M Sell
2,745
-237
-8% -$60.9K 0.01% 248
2025
Q3 		$485K Sell
2,982
-85
-3% -$10.6K 0.01% 470
2025
Q2 		$292K Buy
+3,067
New +$218K ﹤0.01% 688

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

Forum Financial Management's LITE Position: Q2 2026 in Review

Forum Financial Management opened a new position in Lumentum (LITE) in Q2 2026: 260 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in LITE as recently as Q4 2025.

Forum Financial Management first reported a position in LITE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Forum Financial Management held 260 shares of Lumentum worth $223K as of Q2 2026.
  • Lumentum was a new Forum Financial Management position in Q2 2026.
  • Lumentum made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #312 holding.
  • Forum Financial Management first reported a position in Lumentum in Q2 2025 and has held it in 4 quarters since.
  • Forum Financial Management's Lumentum position peaked at $1.01M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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