Spear Advisors’s Lumentum LITE Stock Holding History

Spear Advisors’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	$9.51M	Buy	11,080 +4,580	+70%	+$4.09M	3.26%	13
2026 Q1	$4.57M	Buy	+6,500	New	+$3.57M	3.4%	16

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

Spear Advisors's LITE Position: Q2 2026 in Review

Spear Advisors increased its Lumentum (LITE) stake by 70% in Q2 2026, buying an estimated $4.09M and bringing the position to 11,080 shares worth $9.51M. The position accounts for 3.26% of the portfolio, ranked #13.

Spear Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Spear Advisors held 11,080 shares of Lumentum worth $9.51M as of Q2 2026.
Spear Advisors bought 4,580 Lumentum shares in Q2 2026, an estimated $4.09M.
Lumentum made up 3.26% of Spear Advisors's portfolio in Q2 2026, its #13 holding.
Spear Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Spear Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.