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Stone House Investment Management’s Lumentum LITE Stock Holding History

Stone House Investment Management’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 		$18K Hold
21
– – ﹤0.01% 342
2026
Q1 		$14.8K Buy
21
+1
+5% +$549 ﹤0.01% 308
2025
Q4 		$7.37K Hold
20
– – ﹤0.01% 360
2025
Q3 		$3.25K Buy
+20
New +$2.49K ﹤0.01% 424

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 $3.38T AUM 44.17% 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

Stone House Investment Management's LITE Position: Q2 2026 in Review

Stone House Investment Management held its Lumentum (LITE) position steady in Q2 2026 at 21 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Stone House Investment Management first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Stone House Investment Management held 21 shares of Lumentum worth $18K as of Q2 2026.
  • Stone House Investment Management left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #342 holding.
  • Stone House Investment Management first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.