FWL Investment Management’s Lumentum LITE Stock Holding History

FWL Investment 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	$6.86K	Buy	8 +4	+100%	+$3.57K	﹤0.01%	335
2026 Q1	$2.81K	Buy	+4	New	+$2.2K	﹤0.01%	314

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

FWL Investment Management's LITE Position: Q2 2026 in Review

FWL Investment Management increased its Lumentum (LITE) stake by 100% in Q2 2026, buying an estimated $3.57K and bringing the position to 8 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

FWL Investment Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

FWL Investment Management held 8 shares of Lumentum worth $6.86K as of Q2 2026.
FWL Investment Management bought 4 Lumentum shares in Q2 2026, an estimated $3.57K.
Lumentum made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #335 holding.
FWL Investment Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.