Lloyd Advisory Services’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.3K Sell
33
-312
-90% -$278K 0.01% 284
2026
Q1
$242K Buy
+345
New +$190K 0.07% 135

Other funds holding LITE

Lloyd Advisory Services's LITE Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Lumentum (LITE) stake by 90% in Q2 2026, selling an estimated $278K and leaving 33 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #284.

Lloyd Advisory Services first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Lloyd Advisory Services held 33 shares of Lumentum worth $28.3K as of Q2 2026.
  • Lloyd Advisory Services sold 312 Lumentum shares in Q2 2026, an estimated $278K.
  • Lumentum made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #284 holding.
  • Lloyd Advisory Services first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Lumentum position peaked at $242K in Q1 2026.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.