L.J. Altfest & Co
LITE icon

L.J. Altfest & Co’s Lumentum LITE Stock Holding History

L.J. Altfest & 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
Q3 		$1.62M Buy
+1,669
New +$1.41M 0.16% 100
2026
Q2 		– Sell
-2,595
Closed -$1.82M – 331
2026
Q1 		$1.82M Sell
2,595
-1,411
-35% -$775K 0.2% 91
2025
Q4 		$1.48M Buy
4,006
+283
+8% +$72.7K 0.16% 99
2025
Q3 		$606K Buy
+3,723
New +$464K 0.07% 203

Other funds holding LITE

WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

L.J. Altfest & Co's LITE Position: Q3 2026 in Review

L.J. Altfest & Co opened a new position in Lumentum (LITE) in Q3 2026: 1,669 shares worth $1.62M. The stake represents 0.16% of the portfolio and ranks #100 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in LITE as recently as Q1 2026.

L.J. Altfest & Co first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q1 2026. 517 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • L.J. Altfest & Co held 1,669 shares of Lumentum worth $1.62M as of Q3 2026.
  • Lumentum was a new L.J. Altfest & Co position in Q3 2026.
  • Lumentum made up 0.16% of L.J. Altfest & Co's portfolio in Q3 2026, its #100 holding.
  • L.J. Altfest & Co first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • L.J. Altfest & Co's Lumentum position peaked at $1.82M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.