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Optimist Retirement Group’s Lumentum LITE Stock Holding History

Optimist Retirement 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 		$805K Buy
1,145
+19
+2% +$10.4K 0.35% 45
2025
Q4 		$415K Buy
+1,126
New +$289K 0.19% 67

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimist Retirement Group's LITE Position: Q1 2026 in Review

Optimist Retirement Group increased its Lumentum (LITE) stake by 1.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,145 shares worth $805K. The position accounts for 0.35% of the portfolio, ranked #45.

Optimist Retirement Group first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Optimist Retirement Group held 1,145 shares of Lumentum worth $805K as of Q1 2026.
  • Optimist Retirement Group bought 19 Lumentum shares in Q1 2026, an estimated $10.4K.
  • Lumentum made up 0.35% of Optimist Retirement Group's portfolio in Q1 2026, its #45 holding.
  • Optimist Retirement Group first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.