Swiss Life Asset Management’s Lumentum LITE Stock Holding History

Swiss Life Asset 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	$8.88M	Buy	10,346 +2,676	+35%	+$2.39M	0.04%	345
2026 Q1	$5.39M	Buy	7,670 +4,073	+113%	+$2.24M	0.03%	404
2025 Q4	$1.33M	Buy	3,597 +416	+13%	+$107K	0.01%	601
2025 Q3	$518K	Buy	+3,181	New	+$397K	﹤0.01%	710

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Swiss Life Asset Management's LITE Position: Q2 2026 in Review

Swiss Life Asset Management increased its Lumentum (LITE) stake by 35% in Q2 2026, buying an estimated $2.39M and bringing the position to 10,346 shares worth $8.88M. The position accounts for 0.04% of the portfolio, ranked #345.

Swiss Life Asset Management first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Swiss Life Asset Management held 10,346 shares of Lumentum worth $8.88M as of Q2 2026.
Swiss Life Asset Management bought 2,676 Lumentum shares in Q2 2026, an estimated $2.39M.
Lumentum made up 0.04% of Swiss Life Asset Management's portfolio in Q2 2026, its #345 holding.
Swiss Life Asset Management first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
889 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.