WMA
LITE icon

West Michigan Advisors’s Lumentum LITE Stock Holding History

West Michigan Advisors’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 		$4.16M Buy
4,843
+3,710
+327% +$3.31M 0.79% 40
2026
Q1 		$796K Sell
1,133
-725
-39% -$398K 0.17% 134
2025
Q4 		$685K Sell
1,858
-945
-34% -$243K 0.16% 137
2025
Q3 		$456K Buy
+2,803
New +$350K 0.11% 156
2025
Q1 		– Sell
-3,435
Closed -$288K – 232
2024
Q4 		$288K Buy
+3,435
New +$268K 0.09% 163

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

West Michigan Advisors's LITE Position: Q2 2026 in Review

West Michigan Advisors increased its Lumentum (LITE) stake by 327% in Q2 2026, buying an estimated $3.31M and bringing the position to 4,843 shares worth $4.16M. The position accounts for 0.79% of the portfolio, ranked #40.

West Michigan Advisors first reported a position in LITE in Q4 2024 and has held it in 5 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • West Michigan Advisors held 4,843 shares of Lumentum worth $4.16M as of Q2 2026.
  • West Michigan Advisors bought 3,710 Lumentum shares in Q2 2026, an estimated $3.31M.
  • Lumentum made up 0.79% of West Michigan Advisors's portfolio in Q2 2026, its #40 holding.
  • West Michigan Advisors first reported a position in Lumentum in Q4 2024 and has held it in 5 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.