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Wedbush Securities’s Lumentum LITE Stock Holding History

Wedbush Securities’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 		$497K Buy
+579
New +$516K 0.01% 728
2021
Q4 		– Sell
-2,501
Closed -$209K – 1209
2021
Q3 		$209K Hold
2,501
– – 0.01% 1045
2021
Q2 		$205K Buy
+2,501
New +$210K 0.01% 1047

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wedbush Securities's LITE Position: Q2 2026 in Review

Wedbush Securities opened a new position in Lumentum (LITE) in Q2 2026: 579 shares worth $497K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in LITE as recently as Q3 2021.

Wedbush Securities first reported a position in LITE in Q2 2021 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Wedbush Securities held 579 shares of Lumentum worth $497K as of Q2 2026.
  • Lumentum was a new Wedbush Securities position in Q2 2026.
  • Lumentum made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #728 holding.
  • Wedbush Securities first reported a position in Lumentum in Q2 2021 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.