JSW
LITE icon

Journey Strategic Wealth’s Lumentum LITE Stock Holding History

Journey Strategic Wealth’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 		$3.36M Buy
4,787
+14
+0.3% +$7.69K 0.08% 68
2025
Q4 		$1.76M Buy
4,773
+70
+1% +$18K 0.05% 110
2025
Q3 		$765K Buy
4,703
+26
+0.6% +$3.24K 0.02% 210
2025
Q2 		$445K Buy
+4,677
New +$332K 0.01% 319

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

Journey Strategic Wealth's LITE Position: Q1 2026 in Review

Journey Strategic Wealth increased its Lumentum (LITE) stake by 0.29% in Q1 2026, buying an estimated $7.69K and bringing the position to 4,787 shares worth $3.36M. The position accounts for 0.08% of the portfolio, ranked #68.

Journey Strategic Wealth first reported a position in LITE in Q2 2025 and has held it in 4 quarters since. 1,083 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Journey Strategic Wealth held 4,787 shares of Lumentum worth $3.36M as of Q1 2026.
  • Journey Strategic Wealth bought 14 Lumentum shares in Q1 2026, an estimated $7.69K.
  • Lumentum made up 0.08% of Journey Strategic Wealth's portfolio in Q1 2026, its #68 holding.
  • Journey Strategic Wealth first reported a position in Lumentum in Q2 2025 and has held it in 4 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.