PPA
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Pacific Point Advisors’s Lumentum LITE Stock Holding History

Pacific Point Advisors’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 		$2.11M Buy
3,000
+1,200
+67% +$659K 1.11% 14
2025
Q4 		$663K Buy
+1,800
New +$462K 0.36% 83

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

Pacific Point Advisors's LITE Position: Q1 2026 in Review

Pacific Point Advisors increased its Lumentum (LITE) stake by 67% in Q1 2026, buying an estimated $659K and bringing the position to 3,000 shares worth $2.11M. The position accounts for 1.11% of the portfolio, ranked #14.

Pacific Point Advisors first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Pacific Point Advisors held 3,000 shares of Lumentum worth $2.11M as of Q1 2026.
  • Pacific Point Advisors bought 1,200 Lumentum shares in Q1 2026, an estimated $659K.
  • Lumentum made up 1.11% of Pacific Point Advisors's portfolio in Q1 2026, its #14 holding.
  • Pacific Point Advisors first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.