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Vermillion & White Wealth Management Group’s Lumentum LITE Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-22
Closed -$8.11K – 324
2025
Q4 		$8.11K Hold
22
– – ﹤0.01% 340
2025
Q3 		$3.58K Hold
22
– – ﹤0.01% 469
2025
Q2 		$2.09K Buy
22
+6
+38% +$426 ﹤0.01% 462
2025
Q1 		$997 Hold
16
– – ﹤0.01% 478
2024
Q4 		$1.34K Hold
16
– – ﹤0.01% 332
2024
Q3 		$1.01K Hold
16
– – ﹤0.01% 315
2024
Q2 		$815 Hold
16
– – ﹤0.01% 337
2024
Q1 		$758 Hold
16
– – ﹤0.01% 318
2023
Q4 		$838 Buy
+16
New +$697 ﹤0.01% 273

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vermillion & White Wealth Management Group's LITE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Lumentum (LITE) in Q1 2026, closing a stake of 22 shares — an estimated $8.11K sold.

Vermillion & White Wealth Management Group first reported a position in LITE in Q4 2023 and held it in 9 quarters. The position peaked at $8.11K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 22 Lumentum shares in Q1 2026, an estimated $8.11K.
  • Vermillion & White Wealth Management Group first reported a position in Lumentum in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Lumentum position peaked at $8.11K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.