JWCA
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J.W. Cole Advisors’s Lumentum LITE Stock Holding History

J.W. Cole Advisors’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 		$943K Buy
+1,342
New +$737K 0.03% 385
2021
Q3 		– Sell
-2,468
Closed -$202K – 643
2021
Q2 		$202K Buy
+2,468
New +$207K 0.02% 698

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

J.W. Cole Advisors's LITE Position: Q1 2026 in Review

J.W. Cole Advisors opened a new position in Lumentum (LITE) in Q1 2026: 1,342 shares worth $943K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LITE as recently as Q2 2021.

J.W. Cole Advisors first reported a position in LITE in Q2 2021 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • J.W. Cole Advisors held 1,342 shares of Lumentum worth $943K as of Q1 2026.
  • Lumentum was a new J.W. Cole Advisors position in Q1 2026.
  • Lumentum made up 0.03% of J.W. Cole Advisors's portfolio in Q1 2026, its #385 holding.
  • J.W. Cole Advisors first reported a position in Lumentum in Q2 2021 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.