J. Goldman & Co’s Lumentum LITE Stock Holding History

J. Goldman & Co’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 Q2	$3.1M	Buy	+3,611	New	+$3.22M	0.08%	281
2025 Q4	–	Sell	-3,441	Closed	-$560K	–	654
2025 Q3	$560K	Buy	+3,441	New	+$429K	0.01%	373
2021 Q3	–	Sell	-40,161	Closed	-$3.29M	–	408
2021 Q2	$3.29M	Buy	+40,161	New	+$3.38M	0.13%	175
2017 Q1	–	Sell	-41,000	Closed	-$1.58M	–	370
2016 Q4	$1.58M	Buy	+41,000	New	+$1.63M	0.1%	194
2016 Q3	–	Sell	-54,100	Closed	-$1.31M	–	346
2016 Q2	$1.31M	Buy	+54,100	New	+$1.34M	0.07%	236

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

J. Goldman & Co's LITE Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Lumentum (LITE) in Q2 2026: 3,611 shares worth $3.1M. The stake represents 0.08% of the portfolio and ranks #281 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in LITE as recently as Q3 2025.

J. Goldman & Co first reported a position in LITE in Q2 2016 and has held it in 5 quarters since. The position peaked at $3.29M in Q2 2021. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

J. Goldman & Co held 3,611 shares of Lumentum worth $3.1M as of Q2 2026.
Lumentum was a new J. Goldman & Co position in Q2 2026.
Lumentum made up 0.08% of J. Goldman & Co's portfolio in Q2 2026, its #281 holding.
J. Goldman & Co first reported a position in Lumentum in Q2 2016 and has held it in 5 quarters since.
J. Goldman & Co's Lumentum position peaked at $3.29M in Q2 2021.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.