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LBMC Investment Advisors’s Lumentum LITE Stock Holding History

LBMC Investment 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 		$305K Buy
+356
New +$318K 0.02% 202

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

LBMC Investment Advisors's LITE Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in Lumentum (LITE) in Q2 2026: 356 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • LBMC Investment Advisors held 356 shares of Lumentum worth $305K as of Q2 2026.
  • Lumentum was a new LBMC Investment Advisors position in Q2 2026.
  • Lumentum made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.