JWA
LITE icon

JFS Wealth Advisors’s Lumentum LITE Stock Holding History

JFS Wealth 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
Q2 		$32.6K Buy
38
+1
+3% +$892 ﹤0.01% 637
2026
Q1 		$26K Buy
37
+2
+6% +$1.1K ﹤0.01% 674
2025
Q4 		$12.9K Hold
35
– – ﹤0.01% 889
2025
Q3 		$5.7K Hold
35
– – ﹤0.01% 1070
2025
Q2 		$3.33K Sell
35
-5
-13% -$355 ﹤0.01% 1231
2025
Q1 		$2.49K Hold
40
– – ﹤0.01% 1386
2024
Q4 		$3.36K Hold
40
– – ﹤0.01% 1280
2024
Q3 		$2.54K Buy
40
+1
+3% +$54 ﹤0.01% 1388
2024
Q2 		$1.99K Hold
39
– – ﹤0.01% 1433
2024
Q1 		$1.85K Buy
39
+32
+457% +$1.63K ﹤0.01% 1477
2023
Q4 		$367 Sell
7
-42
-86% -$1.83K ﹤0.01% 1842
2023
Q3 		$2.21K Buy
49
+10
+26% +$508 ﹤0.01% 1319
2023
Q2 		$2.21K Buy
39
+20
+105% +$999 ﹤0.01% 1347
2023
Q1 		$1.03K Sell
19
-21
-53% -$1.17K ﹤0.01% 1574
2022
Q4 		$2.09K Buy
40
+22
+122% +$1.35K ﹤0.01% 1352
2022
Q3 		$1K Sell
18
-51
-74% -$4.23K ﹤0.01% 1583
2022
Q2 		$5K Buy
69
+21
+44% +$1.79K ﹤0.01% 990
2022
Q1 		$5K Sell
48
-1
-2% -$98 ﹤0.01% 1043
2021
Q4 		$5K Buy
49
+19
+63% +$1.73K ﹤0.01% 799
2021
Q3 		$3K Buy
+30
New +$2.52K ﹤0.01% 750

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JFS Wealth Advisors's LITE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lumentum (LITE) stake by 2.7% in Q2 2026, buying an estimated $892 and bringing the position to 38 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

JFS Wealth Advisors first reported a position in LITE in Q3 2021 and has held it in 20 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • JFS Wealth Advisors held 38 shares of Lumentum worth $32.6K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Lumentum share in Q2 2026, an estimated $892.
  • Lumentum made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #637 holding.
  • JFS Wealth Advisors first reported a position in Lumentum in Q3 2021 and has held it in 20 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.