IAA
LITE icon

Independent Advisor Alliance’s Lumentum LITE Stock Holding History

Independent Advisor Alliance’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 		$574K Buy
817
+223
+38% +$123K 0.01% 1052
2025
Q4 		$219K Buy
+594
New +$153K 0.01% 908
2022
Q2 		– Sell
-2,723
Closed -$266K – 667
2022
Q1 		$266K Buy
+2,723
New +$266K 0.01% 527

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Advisor Alliance's LITE Position: Q1 2026 in Review

Independent Advisor Alliance increased its Lumentum (LITE) stake by 38% in Q1 2026, buying an estimated $123K and bringing the position to 817 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #1052.

Independent Advisor Alliance first reported a position in LITE in Q1 2022 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Independent Advisor Alliance held 817 shares of Lumentum worth $574K as of Q1 2026.
  • Independent Advisor Alliance bought 223 Lumentum shares in Q1 2026, an estimated $123K.
  • Lumentum made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1052 holding.
  • Independent Advisor Alliance first reported a position in Lumentum in Q1 2022 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.