Steward Partners Investment Advisory’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $732K | Buy |
1,042
+265
| +34% | +$146K | ﹤0.01% | 1320 |
|
|
2025
Q4 | $286K | Buy |
777
+185
| +31% | +$47.5K | ﹤0.01% | 1740 |
|
|
2025
Q3 | $96.3K | Buy |
592
+55
| +10% | +$6.86K | ﹤0.01% | 2257 |
|
|
2025
Q2 | $51K | Buy |
537
+153
| +40% | +$10.9K | ﹤0.01% | 2472 |
|
|
2025
Q1 | $23.9K | Sell |
384
-100
| -21% | -$7.7K | ﹤0.01% | 2725 |
|
|
2024
Q4 | $40.6K | Sell |
484
-29
| -6% | -$2.26K | ﹤0.01% | 2443 |
|
|
2024
Q3 | $32.5K | Buy |
513
+19
| +4% | +$1.03K | ﹤0.01% | 2445 |
|
|
2024
Q2 | $25.2K | Sell |
494
-54
| -10% | -$2.45K | ﹤0.01% | 2423 |
|
|
2024
Q1 | $25.9K | Buy |
548
+178
| +48% | +$9.05K | ﹤0.01% | 2408 |
|
|
2023
Q4 | $19.4K | Sell |
370
-258
| -41% | -$11.2K | ﹤0.01% | 2421 |
|
|
2023
Q3 | $28.4K | Buy |
628
+146
| +30% | +$7.42K | ﹤0.01% | 2152 |
|
|
2023
Q2 | $27.3K | Sell |
482
-294
| -38% | -$14.7K | ﹤0.01% | 2139 |
|
|
2023
Q1 | $41.9K | Hold |
776
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q4 | $40.5K | Sell |
776
-194
| -20% | -$11.9K | ﹤0.01% | 1930 |
|
|
2022
Q3 | $67K | Sell |
970
-3,160
| -77% | -$262K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $328K | Sell |
4,130
-388
| -9% | -$33.1K | 0.01% | 1001 |
|
|
2022
Q1 | $441K | Sell |
4,518
-1,857
| -29% | -$182K | 0.01% | 972 |
|
|
2021
Q4 | $674K | Sell |
6,375
-228
| -3% | -$20.8K | 0.01% | 842 |
|
|
2021
Q3 | $552K | Buy |
6,603
+272
| +4% | +$22.8K | 0.01% | 869 |
|
|
2021
Q2 | $519K | Sell |
6,331
-161
| -2% | -$13.5K | 0.01% | 912 |
|
|
2021
Q1 | $593K | Buy |
6,492
+322
| +5% | +$29.8K | 0.01% | 826 |
|
|
2020
Q4 | $585K | Buy |
6,170
+1,444
| +31% | +$125K | 0.01% | 712 |
|
|
2020
Q3 | $355K | Sell |
4,726
-149
| -3% | -$12.4K | 0.01% | 765 |
|
|
2020
Q2 | $397K | Buy |
4,875
+25
| +0.5% | +$1.91K | 0.01% | 692 |
|
|
2020
Q1 | $357K | Buy |
4,850
+2,905
| +149% | +$229K | 0.01% | 643 |
|
|
2019
Q4 | $154K | Sell |
1,945
-100
| -5% | -$6.55K | ﹤0.01% | 967 |
|
|
2019
Q3 | $109K | Sell |
2,045
-290
| -12% | -$16.4K | ﹤0.01% | 1055 |
|
|
2019
Q2 | $124K | Sell |
2,335
-5,832
| -71% | -$311K | ﹤0.01% | 971 |
|
|
2019
Q1 | $461K | Buy |
8,167
+2,642
| +48% | +$127K | 0.02% | 540 |
|
|
2018
Q4 | $232K | Buy |
5,525
+5,004
| +960% | +$246K | 0.01% | 665 |
|
|
2018
Q3 | $31K | Sell |
521
-85
| -14% | -$5.08K | ﹤0.01% | 1379 |
|
|
2018
Q2 | $35K | Buy |
606
+91
| +18% | +$5.42K | ﹤0.01% | 1240 |
|
|
2018
Q1 | $32K | Buy |
515
+300
| +140% | +$17.2K | ﹤0.01% | 1163 |
|
|
2017
Q4 | $10K | Hold |
215
| – | – | ﹤0.01% | 1348 |
|
|
2017
Q3 | $11K | Buy |
+215
| New | +$12.5K | ﹤0.01% | 1094 |
|
Other funds holding LITE
VCM
VPM
WAM
Steward Partners Investment Advisory's LITE Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Lumentum (LITE) stake by 34% in Q1 2026, buying an estimated $146K and bringing the position to 1,042 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.
Steward Partners Investment Advisory first reported a position in LITE in Q3 2017 and has held it in 35 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.
- Steward Partners Investment Advisory held 1,042 shares of Lumentum worth $732K as of Q1 2026.
- Steward Partners Investment Advisory bought 265 Lumentum shares in Q1 2026, an estimated $146K.
- Lumentum made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1320 holding.
- Steward Partners Investment Advisory first reported a position in Lumentum in Q3 2017 and has held it in 35 quarters since.
- 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.