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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

L.J. Altfest & Co's LITE Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Lumentum (LITE) stake by 35% in Q1 2026, selling an estimated $775K and leaving 2,595 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #91.

L.J. Altfest & Co first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

L.J. Altfest & Co held 2,595 shares of Lumentum worth $1.82M as of Q1 2026.
L.J. Altfest & Co sold 1,411 Lumentum shares in Q1 2026, an estimated $775K.
Lumentum made up 0.2% of L.J. Altfest & Co's portfolio in Q1 2026, its #91 holding.
L.J. Altfest & Co first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.