WealthTrust Axiom’s Lumentum LITE Stock Holding History

WealthTrust Axiom’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	$313K	Hold	365	–	–	0.07%	219
2026 Q1	$257K	Buy	+365	New	+$201K	0.06%	231

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

WealthTrust Axiom's LITE Position: Q2 2026 in Review

WealthTrust Axiom held its Lumentum (LITE) position steady in Q2 2026 at 365 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #219.

WealthTrust Axiom first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

WealthTrust Axiom held 365 shares of Lumentum worth $313K as of Q2 2026.
WealthTrust Axiom left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.07% of WealthTrust Axiom's portfolio in Q2 2026, its #219 holding.
WealthTrust Axiom first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.