Toth Financial Advisory’s Lumentum LITE Stock Holding History

Toth Financial Advisory’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	$42.9K	Buy	50 +28	+127%	+$25K	﹤0.01%	402
2026 Q1	$15.5K	Sell	22 -5	-19%	-$2.75K	﹤0.01%	509
2025 Q4	$9.95K	Buy	27 +2	+8%	+$514	﹤0.01%	551
2025 Q3	$4.07K	Hold	25	–	–	﹤0.01%	636
2025 Q2	$2.38K	Buy	+25	New	+$1.77K	﹤0.01%	621
2022 Q4	–	Sell	-40	Closed	-$3K	–	770
2022 Q3	$3K	Sell	40 -20	-33%	-$1.66K	﹤0.01%	603
2022 Q2	$5K	Hold	60	–	–	﹤0.01%	511
2022 Q1	$6K	Hold	60	–	–	﹤0.01%	520
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	541
2021 Q3	$5K	Buy	60 +20	+50%	+$1.68K	﹤0.01%	557
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	553
2021 Q1	$4K	Sell	40 -100	-71%	-$9.26K	﹤0.01%	533
2020 Q4	$13K	Buy	140 +100	+250%	+$8.62K	﹤0.01%	382
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	456
2020 Q2	$3K	Hold	40	–	–	﹤0.01%	445
2020 Q1	$3K	Hold	40	–	–	﹤0.01%	363
2019 Q4	$3K	Buy	+40	New	+$2.62K	﹤0.01%	392
2019 Q3	–	Sell	-100	Closed	-$5K	–	496
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	371
2019 Q1	$6K	Sell	100 -1,015	-91%	-$48.7K	﹤0.01%	334
2018 Q4	$47K	Sell	1,115 -14,085	-93%	-$694K	0.01%	191
2018 Q3	$911K	Buy	15,200 +50	+0.3%	+$2.99K	0.2%	93
2018 Q2	$877K	Buy	+15,150	New	+$903K	0.21%	98

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

Toth Financial Advisory's LITE Position: Q2 2026 in Review

Toth Financial Advisory increased its Lumentum (LITE) stake by 127% in Q2 2026, buying an estimated $25K and bringing the position to 50 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Toth Financial Advisory first reported a position in LITE in Q2 2018 and has held it in 22 quarters since. The position peaked at $911K in Q3 2018. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Toth Financial Advisory held 50 shares of Lumentum worth $42.9K as of Q2 2026.
Toth Financial Advisory bought 28 Lumentum shares in Q2 2026, an estimated $25K.
Lumentum made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #402 holding.
Toth Financial Advisory first reported a position in Lumentum in Q2 2018 and has held it in 22 quarters since.
Toth Financial Advisory's Lumentum position peaked at $911K in Q3 2018.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.