MV Capital Management’s Lumentum LITE Stock Holding History

MV Capital 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 Q1	$9.14K	Buy	13 +12	+1,200%	+$6.59K	﹤0.01%	536
2025 Q4	$369	Hold	1	–	–	﹤0.01%	958
2025 Q3	$163	Hold	1	–	–	﹤0.01%	958
2025 Q2	$96	Buy	+1	New	+$71	﹤0.01%	1008
2024 Q3	–	Sell	-1	Closed	-$51	–	1077
2024 Q2	$51	Buy	+1	New	+$45	﹤0.01%	964

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

MV Capital Management's LITE Position: Q1 2026 in Review

MV Capital Management increased its Lumentum (LITE) stake by 1,200% in Q1 2026, buying an estimated $6.59K and bringing the position to 13 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

MV Capital Management first reported a position in LITE in Q2 2024 and has held it in 5 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

MV Capital Management held 13 shares of Lumentum worth $9.14K as of Q1 2026.
MV Capital Management bought 12 Lumentum shares in Q1 2026, an estimated $6.59K.
Lumentum made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #536 holding.
MV Capital Management first reported a position in Lumentum in Q2 2024 and has held it in 5 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.