WT Asset Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
Other funds holding LITE
JT
WT Asset Management's LITE Position: Q2 2026 in Review
WT Asset Management reduced its Lumentum (LITE) stake by 58% in Q2 2026, selling an estimated $717M and leaving 576,519 shares worth $495M. The position accounts for 9.79% of the portfolio, ranked #5.
WT Asset Management first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. The position peaked at $970M in Q1 2026. 1,316 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- WT Asset Management held 576,519 shares of Lumentum worth $495M as of Q2 2026.
- WT Asset Management sold 803,625 Lumentum shares in Q2 2026, an estimated $717M.
- Lumentum made up 9.79% of WT Asset Management's portfolio in Q2 2026, its #5 holding.
- WT Asset Management first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
- WT Asset Management's Lumentum position peaked at $970M in Q1 2026.
- 1,316 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on WT Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.