Mather Group’s Lumentum LITE Stock Holding History

Mather Group’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	$1.41K	Buy	+2	New	+$1.1K	﹤0.01%	1739
2024 Q3	–	Sell	-1	Closed	-$47	–	1985
2024 Q2	$47	Buy	+1	New	+$45	﹤0.01%	2169

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

Mather Group's LITE Position: Q1 2026 in Review

Mather Group opened a new position in Lumentum (LITE) in Q1 2026: 2 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings. This is a return to the name: Mather Group previously reported a position in LITE as recently as Q2 2024.

Mather Group first reported a position in LITE in Q2 2024 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Mather Group held 2 shares of Lumentum worth $1.41K as of Q1 2026.
Lumentum was a new Mather Group position in Q1 2026.
Lumentum made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1739 holding.
Mather Group first reported a position in Lumentum in Q2 2024 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.