U.S. Capital Wealth Advisors’s Lumentum LITE Stock Holding History

U.S. Capital Wealth Advisors’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	$440K	Buy	626 +20	+3%	+$11K	0.01%	706
2025 Q4	$223K	Buy	+606	New	+$156K	0.01%	892

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

U.S. Capital Wealth Advisors's LITE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Lumentum (LITE) stake by 3.3% in Q1 2026, buying an estimated $11K and bringing the position to 626 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #706.

U.S. Capital Wealth Advisors first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

U.S. Capital Wealth Advisors held 626 shares of Lumentum worth $440K as of Q1 2026.
U.S. Capital Wealth Advisors bought 20 Lumentum shares in Q1 2026, an estimated $11K.
Lumentum made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #706 holding.
U.S. Capital Wealth Advisors first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.