IFP Advisors’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Buy |
1,459
+304
| +26% | +$271K | 0.02% | 643 |
|
|
2026
Q1 | $812K | Buy |
1,155
+333
| +41% | +$183K | 0.02% | 766 |
|
|
2025
Q4 | $303K | Buy |
822
+72
| +10% | +$18.5K | 0.01% | 1157 |
|
|
2025
Q3 | $122K | Buy |
750
+650
| +650% | +$81.1K | ﹤0.01% | 1562 |
|
|
2025
Q2 | $104K | Sell |
100
-464
| -82% | -$32.9K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $35.2K | Sell |
564
-85
| -13% | -$6.54K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $57K | Sell |
649
-15
| -2% | -$1.17K | ﹤0.01% | 1770 |
|
|
2024
Q3 | $42.1K | Buy |
664
+221
| +50% | +$12K | ﹤0.01% | 1804 |
|
|
2024
Q2 | $22.6K | Sell |
443
-287
| -39% | -$13K | ﹤0.01% | 2025 |
|
|
2024
Q1 | $34.6K | Sell |
730
-164
| -18% | -$8.34K | ﹤0.01% | 1731 |
|
|
2023
Q4 | $46.9K | Hold |
894
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q3 | $40.4K | Sell |
894
-12,282
| -93% | -$624K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $747K | Buy |
13,176
+954
| +8% | +$47.7K | 0.03% | 521 |
|
|
2023
Q1 | $749K | Sell |
12,222
-680
| -5% | -$37.9K | 0.03% | 466 |
|
|
2022
Q4 | $828K | Sell |
12,902
-5,627
| -30% | -$346K | 0.02% | 688 |
|
|
2022
Q3 | $1.2M | Buy |
18,529
+341
| +2% | +$28.3K | 0.03% | 578 |
|
|
2022
Q2 | $1.18M | Hold |
18,188
| – | – | 0.04% | 528 |
|
|
2022
Q1 | $1.18M | Buy |
18,188
+10,162
| +127% | +$994K | 0.04% | 528 |
|
|
2021
Q4 | $880K | Buy |
8,026
+5,961
| +289% | +$543K | 0.02% | 438 |
|
|
2021
Q3 | $171K | Buy |
2,065
+1,307
| +172% | +$110K | ﹤0.01% | 1038 |
|
|
2021
Q2 | $61K | Buy |
758
+186
| +33% | +$15.6K | ﹤0.01% | 1433 |
|
|
2021
Q1 | $52K | Sell |
572
-26,243
| -98% | -$2.43M | ﹤0.01% | 1453 |
|
|
2020
Q4 | $2.55M | Buy |
26,815
+1,422
| +6% | +$123K | 0.1% | 173 |
|
|
2020
Q3 | $1.91M | Buy |
25,393
+775
| +3% | +$64.2K | 0.11% | 174 |
|
|
2020
Q2 | $1.94M | Buy |
24,618
+1,308
| +6% | +$99.7K | 0.15% | 144 |
|
|
2020
Q1 | $1.65M | Buy |
23,310
+23,062
| +9,299% | +$1.82M | 0.17% | 136 |
|
|
2019
Q4 | $20K | Buy |
248
+70
| +39% | +$4.58K | ﹤0.01% | 1617 |
|
|
2019
Q3 | $9K | Buy |
+178
| New | +$10K | ﹤0.01% | 2128 |
|
|
2019
Q1 | $0 | Sell |
8
-941
| -99% | -$45.1K | ﹤0.01% | 2948 |
|
|
2018
Q4 | $39K | Buy |
949
+521
| +122% | +$25.7K | ﹤0.01% | 1751 |
|
|
2018
Q3 | $26K | Sell |
428
-217
| -34% | -$13K | ﹤0.01% | 2313 |
|
|
2018
Q2 | $37K | Sell |
645
-156
| -19% | -$9.3K | ﹤0.01% | 2094 |
|
|
2018
Q1 | $39K | Hold |
801
| – | – | ﹤0.01% | 1961 |
|
|
2017
Q4 | $39K | Buy |
801
+351
| +78% | +$19.6K | ﹤0.01% | 1982 |
|
|
2017
Q3 | $24K | Buy |
450
+182
| +68% | +$10.6K | ﹤0.01% | 2480 |
|
|
2017
Q2 | $15K | Sell |
268
-21
| -7% | -$1.13K | ﹤0.01% | 2756 |
|
|
2017
Q1 | $15K | Buy |
289
+89
| +45% | +$3.93K | ﹤0.01% | 2677 |
|
|
2016
Q4 | $8K | Sell |
200
-2,811
| -93% | -$112K | ﹤0.01% | 3042 |
|
|
2016
Q3 | $126K | Buy |
3,011
+2,883
| +2,252% | +$94.8K | 0.01% | 1239 |
|
|
2016
Q2 | $3K | Buy |
128
+120
| +1,500% | +$2.97K | ﹤0.01% | 3347 |
|
|
2016
Q1 | $0 | Sell |
8
-115
| -93% | -$2.66K | ﹤0.01% | 2947 |
|
|
2015
Q4 | $3K | Buy |
+123
| New | +$2.19K | ﹤0.01% | 3195 |
|
Other funds holding LITE
JT
IFP Advisors's LITE Position: Q2 2026 in Review
IFP Advisors increased its Lumentum (LITE) stake by 26% in Q2 2026, buying an estimated $271K and bringing the position to 1,459 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #643.
IFP Advisors first reported a position in LITE in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.55M in Q4 2020. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- IFP Advisors held 1,459 shares of Lumentum worth $1.25M as of Q2 2026.
- IFP Advisors bought 304 Lumentum shares in Q2 2026, an estimated $271K.
- Lumentum made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #643 holding.
- IFP Advisors first reported a position in Lumentum in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Lumentum position peaked at $2.55M in Q4 2020.
- 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.