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PDS Planning’s Lumentum LITE Stock Holding History

PDS Planning’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 		$278K Buy
+395
New +$217K 0.02% 413

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

PDS Planning's LITE Position: Q1 2026 in Review

PDS Planning opened a new position in Lumentum (LITE) in Q1 2026: 395 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • PDS Planning held 395 shares of Lumentum worth $278K as of Q1 2026.
  • Lumentum was a new PDS Planning position in Q1 2026.
  • Lumentum made up 0.02% of PDS Planning's portfolio in Q1 2026, its #413 holding.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.