Harvest Fund Management’s Lumentum LITE Stock Holding History

Harvest Fund 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 Q1	$2.51M	Sell	3,573 -445	-11%	-$244K	0.11%	120
2025 Q4	$1.48M	Buy	4,018 +2,013	+100%	+$517K	0.06%	168
2025 Q3	$326K	Buy	+2,005	New	+$250K	0.01%	301
2020 Q3	–	Sell	-518	Closed	-$41K	–	583
2020 Q2	$41K	Buy	+518	New	+$39.5K	﹤0.01%	360

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

Harvest Fund Management's LITE Position: Q1 2026 in Review

Harvest Fund Management reduced its Lumentum (LITE) stake by 11% in Q1 2026, selling an estimated $244K and leaving 3,573 shares worth $2.51M. The position accounts for 0.11% of the portfolio, ranked #120.

Harvest Fund Management first reported a position in LITE in Q2 2020 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Harvest Fund Management held 3,573 shares of Lumentum worth $2.51M as of Q1 2026.
Harvest Fund Management sold 445 Lumentum shares in Q1 2026, an estimated $244K.
Lumentum made up 0.11% of Harvest Fund Management's portfolio in Q1 2026, its #120 holding.
Harvest Fund Management first reported a position in Lumentum in Q2 2020 and has held it in 4 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.