Triumph Capital Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$715K Buy
833
+532
+177% +$475K 0.13% 165
2026
Q1
$212K Buy
301
+220
+272% +$121K 0.04% 327
2025
Q4
$29.9K Buy
+81
New +$20.8K 0.01% 753

Other funds holding LITE

Triumph Capital Management's LITE Position: Q2 2026 in Review

Triumph Capital Management increased its Lumentum (LITE) stake by 177% in Q2 2026, buying an estimated $475K and bringing the position to 833 shares worth $715K. The position accounts for 0.13% of the portfolio, ranked #165.

Triumph Capital Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Triumph Capital Management held 833 shares of Lumentum worth $715K as of Q2 2026.
  • Triumph Capital Management bought 532 Lumentum shares in Q2 2026, an estimated $475K.
  • Lumentum made up 0.13% of Triumph Capital Management's portfolio in Q2 2026, its #165 holding.
  • Triumph Capital Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.