Swisher Financial Concepts’s Lumentum LITE Stock Holding History

Swisher Financial Concepts’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	–	Sell	-311	Closed	-$219K	–	109
2026 Q1	$219K	Buy	+311	New	+$171K	0.12%	95

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

Swisher Financial Concepts's LITE Position: Q2 2026 in Review

Swisher Financial Concepts sold out of Lumentum (LITE) in Q2 2026, closing a stake of 311 shares — an estimated $219K sold.

Swisher Financial Concepts first reported a position in LITE in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Swisher Financial Concepts reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Swisher Financial Concepts sold 311 Lumentum shares in Q2 2026, an estimated $219K.
Swisher Financial Concepts first reported a position in Lumentum in Q1 2026 and held it in 1 quarter.
Swisher Financial Concepts's Lumentum position peaked at $219K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.