IFC & Insurance Marketing’s Lumentum LITE Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-39	Closed	-$14K	–	419
2025 Q4	$14K	Buy	+39	New	+$10K	0.01%	345

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

IFC & Insurance Marketing's LITE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Lumentum (LITE) in Q1 2026, closing a stake of 39 shares — an estimated $14K sold.

IFC & Insurance Marketing first reported a position in LITE in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

IFC & Insurance Marketing reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 39 Lumentum shares in Q1 2026, an estimated $14K.
IFC & Insurance Marketing first reported a position in Lumentum in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Lumentum position peaked at $14K in Q4 2025.
1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.