WBH Advisory’s Lumentum LITE Stock Holding History

WBH 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	$858K	Hold	1,000	–	–	0.06%	194
2026 Q1	$765K	Hold	1,000	–	–	0.06%	190
2025 Q4	$369K	Buy	+1,000	New	+$257K	0.03%	269

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

WBH Advisory's LITE Position: Q2 2026 in Review

WBH Advisory held its Lumentum (LITE) position steady in Q2 2026 at 1,000 shares worth $858K. The position accounts for 0.06% of the portfolio, ranked #194.

WBH Advisory 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.

WBH Advisory held 1,000 shares of Lumentum worth $858K as of Q2 2026.
WBH Advisory left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.06% of WBH Advisory's portfolio in Q2 2026, its #194 holding.
WBH Advisory 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.