Vanguard Portfolio Management
LITE icon

Vanguard Portfolio Management’s Lumentum LITE Stock Holding History

Vanguard Portfolio 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 		$3.51B Buy
4,092,283
+390,759
+11% +$349M 0.16% 99
2026
Q1 		$2.6B Buy
+3,701,524
New +$2.03B 0.14% 144

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management's LITE Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Lumentum (LITE) stake by 11% in Q2 2026, buying an estimated $349M and bringing the position to 4,092,283 shares worth $3.51B. The position accounts for 0.16% of the portfolio, ranked #99.

Vanguard Portfolio Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,231 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Vanguard Portfolio Management held 4,092,283 shares of Lumentum worth $3.51B as of Q2 2026.
  • Vanguard Portfolio Management bought 390,759 Lumentum shares in Q2 2026, an estimated $349M.
  • Lumentum made up 0.16% of Vanguard Portfolio Management's portfolio in Q2 2026, its #99 holding.
  • Vanguard Portfolio Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.