Sigma Planning Corp’s Lumentum LITE Stock Holding History

Sigma Planning Corp’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	$538K	Buy	627 +89	+17%	+$79.4K	0.01%	883
2026 Q1	$378K	Buy	+538	New	+$296K	0.01%	957
2017 Q1	–	Sell	-11,901	Closed	-$460K	–	794
2016 Q4	$460K	Buy	+11,901	New	+$474K	0.05%	371

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sigma Planning Corp's LITE Position: Q2 2026 in Review

Sigma Planning Corp increased its Lumentum (LITE) stake by 17% in Q2 2026, buying an estimated $79.4K and bringing the position to 627 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #883.

Sigma Planning Corp first reported a position in LITE in Q4 2016 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Sigma Planning Corp held 627 shares of Lumentum worth $538K as of Q2 2026.
Sigma Planning Corp bought 89 Lumentum shares in Q2 2026, an estimated $79.4K.
Lumentum made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #883 holding.
Sigma Planning Corp first reported a position in Lumentum in Q4 2016 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.