SFS
LITE icon

Sowell Financial Services’s Lumentum LITE Stock Holding History

Sowell Financial 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 		$565K Buy
658
+168
+34% +$150K 0.02% 606
2026
Q1 		$344K Sell
490
-645
-57% -$354K 0.01% 790
2025
Q4 		$418K Buy
+1,135
New +$291K 0.02% 701
2021
Q2 		– Sell
-2,450
Closed -$199K – 1757
2021
Q1 		$199K Sell
2,450
-513
-17% -$47.5K 0.01% 1054
2020
Q4 		$281K Buy
2,963
+708
+31% +$61.1K 0.01% 720
2020
Q3 		$169K Buy
2,255
+67
+3% +$5.55K 0.01% 788
2020
Q2 		$178K Buy
2,188
+785
+56% +$59.8K 0.01% 762
2020
Q1 		$103K Buy
1,403
+1,358
+3,018% +$107K 0.01% 830
2019
Q4 		$4K Buy
+45
New +$2.95K ﹤0.01% 1980

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

Sowell Financial Services's LITE Position: Q2 2026 in Review

Sowell Financial Services increased its Lumentum (LITE) stake by 34% in Q2 2026, buying an estimated $150K and bringing the position to 658 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #606.

Sowell Financial Services first reported a position in LITE in Q4 2019 and has held it in 9 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Sowell Financial Services held 658 shares of Lumentum worth $565K as of Q2 2026.
  • Sowell Financial Services bought 168 Lumentum shares in Q2 2026, an estimated $150K.
  • Lumentum made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #606 holding.
  • Sowell Financial Services first reported a position in Lumentum in Q4 2019 and has held it in 9 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.