GM Advisory Group’s Lumentum LITE Stock Holding History

GM Advisory Group’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	$697K	Buy	992 +63	+7%	+$34.6K	0.03%	195
2025 Q4	$342K	Buy	+929	New	+$239K	0.01%	265

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GM Advisory Group's LITE Position: Q1 2026 in Review

GM Advisory Group increased its Lumentum (LITE) stake by 6.8% in Q1 2026, buying an estimated $34.6K and bringing the position to 992 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #195.

GM Advisory Group first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

GM Advisory Group held 992 shares of Lumentum worth $697K as of Q1 2026.
GM Advisory Group bought 63 Lumentum shares in Q1 2026, an estimated $34.6K.
Lumentum made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #195 holding.
GM Advisory Group first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.