WIM Investment Management’s Lumentum LITE Stock Holding History

WIM Investment Management’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	$922K	Buy	+1,075	New	+$959K	0.3%	23

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

WIM Investment Management's LITE Position: Q2 2026 in Review

WIM Investment Management opened a new position in Lumentum (LITE) in Q2 2026: 1,075 shares worth $922K. The stake represents 0.3% of the portfolio and ranks #23 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

WIM Investment Management held 1,075 shares of Lumentum worth $922K as of Q2 2026.
Lumentum was a new WIM Investment Management position in Q2 2026.
Lumentum made up 0.3% of WIM Investment Management's portfolio in Q2 2026, its #23 holding.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on WIM Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.