MGWM
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Marks Group Wealth Management’s Lumentum LITE Stock Holding History

Marks Group Wealth Management’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 		$266K Buy
310
+10
+3% +$8.92K 0.02% 329
2026
Q1 		$211K Buy
+300
New +$165K 0.02% 328

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

Marks Group Wealth Management's LITE Position: Q2 2026 in Review

Marks Group Wealth Management increased its Lumentum (LITE) stake by 3.3% in Q2 2026, buying an estimated $8.92K and bringing the position to 310 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #329.

Marks Group Wealth Management 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.

  • Marks Group Wealth Management held 310 shares of Lumentum worth $266K as of Q2 2026.
  • Marks Group Wealth Management bought 10 Lumentum shares in Q2 2026, an estimated $8.92K.
  • Lumentum made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Marks Group Wealth Management 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 Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.