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Reflection Asset Management’s Lumentum LITE Stock Holding History

Reflection Asset 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 		$205K Buy
225
+62
+38% +$34.1K 0.13% 124
2025
Q4 		$58.9K Buy
+163
New +$41.9K 0.04% 223

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Reflection Asset Management's LITE Position: Q1 2026 in Review

Reflection Asset Management increased its Lumentum (LITE) stake by 38% in Q1 2026, buying an estimated $34.1K and bringing the position to 225 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #124.

Reflection Asset Management first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Reflection Asset Management held 225 shares of Lumentum worth $205K as of Q1 2026.
  • Reflection Asset Management bought 62 Lumentum shares in Q1 2026, an estimated $34.1K.
  • Lumentum made up 0.13% of Reflection Asset Management's portfolio in Q1 2026, its #124 holding.
  • Reflection Asset Management first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.