Longbow Finance’s Lumentum LITE Stock Holding History

Longbow Finance’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	$3.26M	Buy	3,801 +298	+9%	+$266K	0.42%	55
2026 Q1	$2.46M	Buy	+3,503	New	+$1.92M	0.45%	54

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

Longbow Finance's LITE Position: Q2 2026 in Review

Longbow Finance increased its Lumentum (LITE) stake by 8.5% in Q2 2026, buying an estimated $266K and bringing the position to 3,801 shares worth $3.26M. The position accounts for 0.42% of the portfolio, ranked #55.

Longbow Finance first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Longbow Finance held 3,801 shares of Lumentum worth $3.26M as of Q2 2026.
Longbow Finance bought 298 Lumentum shares in Q2 2026, an estimated $266K.
Lumentum made up 0.42% of Longbow Finance's portfolio in Q2 2026, its #55 holding.
Longbow Finance first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.