Successful Portfolios’s Lumentum LITE Stock Holding History

Successful Portfolios’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 Q3	$579K	Hold	532	–	–	0.27%	76
2026 Q2	$418K	Hold	532	–	–	0.2%	105
2026 Q1	$348K	Buy	+532	New	+$292K	0.19%	109

Other funds holding LITE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Successful Portfolios's LITE Position: Q3 2026 in Review

Successful Portfolios held its Lumentum (LITE) position steady in Q3 2026 at 532 shares worth $579K. The position accounts for 0.27% of the portfolio, ranked #76.

Successful Portfolios first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Successful Portfolios held 532 shares of Lumentum worth $579K as of Q3 2026.
Successful Portfolios left its Lumentum share count unchanged in Q3 2026.
Lumentum made up 0.27% of Successful Portfolios's portfolio in Q3 2026, its #76 holding.
Successful Portfolios first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.