SMART Wealth’s Lumentum LITE Stock Holding History

SMART Wealth’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	$2.8M	Buy	3,258 +1,386	+74%	+$1.24M	0.6%	54
2026 Q1	$1.32M	Buy	1,872 +670	+56%	+$368K	0.39%	85
2025 Q4	$443K	Buy	+1,202	New	+$309K	0.14%	116

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

SMART Wealth's LITE Position: Q2 2026 in Review

SMART Wealth increased its Lumentum (LITE) stake by 74% in Q2 2026, buying an estimated $1.24M and bringing the position to 3,258 shares worth $2.8M. The position accounts for 0.6% of the portfolio, ranked #54.

SMART Wealth first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SMART Wealth held 3,258 shares of Lumentum worth $2.8M as of Q2 2026.
SMART Wealth bought 1,386 Lumentum shares in Q2 2026, an estimated $1.24M.
Lumentum made up 0.6% of SMART Wealth's portfolio in Q2 2026, its #54 holding.
SMART Wealth first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.