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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SMART Wealth's LITE Position: Q1 2026 in Review

SMART Wealth increased its Lumentum (LITE) stake by 56% in Q1 2026, buying an estimated $368K and bringing the position to 1,872 shares worth $1.32M. The position accounts for 0.39% of the portfolio, ranked #85.

SMART Wealth first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

SMART Wealth held 1,872 shares of Lumentum worth $1.32M as of Q1 2026.
SMART Wealth bought 670 Lumentum shares in Q1 2026, an estimated $368K.
Lumentum made up 0.39% of SMART Wealth's portfolio in Q1 2026, its #85 holding.
SMART Wealth first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.