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 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

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 $3.37T AUM 44.26% 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

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

L.J. Altfest & Co sold out of Lumentum (LITE) in Q2 2026, closing a stake of 2,595 shares — an estimated $1.82M sold.

L.J. Altfest & Co first reported a position in LITE in Q3 2025 and held it in 3 quarters. The position peaked at $1.82M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

L.J. Altfest & Co reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 2,595 Lumentum shares in Q2 2026, an estimated $1.82M.
L.J. Altfest & Co first reported a position in Lumentum in Q3 2025 and held it in 3 quarters.
L.J. Altfest & Co's Lumentum position peaked at $1.82M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.