PWPS
LITE icon

Pinnacle Wealth Planning Services’s Lumentum LITE Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$150K Buy
175
+78
+80% +$69.6K 0.01% 665
2026
Q1 		$68.2K Buy
97
+16
+20% +$8.79K 0.01% 1022
2025
Q4 		$29.9K Buy
+81
New +$20.8K ﹤0.01% 1521
2021
Q1 		– Sell
-155
Closed -$15K – 1234
2020
Q4 		$15K Buy
+155
New +$13.4K ﹤0.01% 1265

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's LITE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lumentum (LITE) stake by 80% in Q2 2026, buying an estimated $69.6K and bringing the position to 175 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #665.

Pinnacle Wealth Planning Services first reported a position in LITE in Q4 2020 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 175 shares of Lumentum worth $150K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 78 Lumentum shares in Q2 2026, an estimated $69.6K.
  • Lumentum made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #665 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lumentum in Q4 2020 and has held it in 4 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.