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TD Private Client Wealth’s Lumentum LITE Stock Holding History

TD Private Client Wealth’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
Q1 		$19K Buy
27
+20
+286% +$11K ﹤0.01% 1020
2025
Q4 		$2.58K Hold
7
– – ﹤0.01% 1237
2025
Q3 		$1.14K Buy
+7
New +$873 ﹤0.01% 1321
2024
Q1 		– Sell
-1,665
Closed -$87.3K – 1245
2023
Q4 		$87.3K Hold
1,665
– – ﹤0.01% 711
2023
Q3 		$75.2K Sell
1,665
-1,122
-40% -$57K ﹤0.01% 703
2023
Q2 		$158K Sell
2,787
-346
-11% -$17.3K 0.01% 590
2023
Q1 		$169K Buy
3,133
+255
+9% +$14.2K 0.01% 573
2022
Q4 		$150K Sell
2,878
-137
-5% -$8.42K 0.01% 575
2022
Q3 		$207K Sell
3,015
-7
-0.2% -$580 0.01% 528
2022
Q2 		$240K Buy
3,022
+462
+18% +$39.5K 0.01% 508
2022
Q1 		$250K Buy
2,560
+411
+19% +$40.2K 0.01% 514
2021
Q4 		$227K Sell
2,149
-53
-2% -$4.83K 0.01% 531
2021
Q3 		$184K Buy
2,202
+1,372
+165% +$115K 0.01% 544
2021
Q2 		$68.1K Buy
830
+340
+69% +$28.6K ﹤0.01% 683
2021
Q1 		$44.8K Buy
490
+420
+600% +$38.9K ﹤0.01% 722
2020
Q4 		$6.64K Buy
+70
New +$6.04K ﹤0.01% 868

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Private Client Wealth's LITE Position: Q1 2026 in Review

TD Private Client Wealth increased its Lumentum (LITE) stake by 286% in Q1 2026, buying an estimated $11K and bringing the position to 27 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

TD Private Client Wealth first reported a position in LITE in Q4 2020 and has held it in 16 quarters since. The position peaked at $250K in Q1 2022. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • TD Private Client Wealth held 27 shares of Lumentum worth $19K as of Q1 2026.
  • TD Private Client Wealth bought 20 Lumentum shares in Q1 2026, an estimated $11K.
  • Lumentum made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1020 holding.
  • TD Private Client Wealth first reported a position in Lumentum in Q4 2020 and has held it in 16 quarters since.
  • TD Private Client Wealth's Lumentum position peaked at $250K in Q1 2022.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.