XML Financial’s Lumentum LITE Stock Holding History

XML Financial’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	$616K	Buy	718 +83	+13%	+$74K	0.04%	256
2026 Q1	$446K	Buy	635 +70	+12%	+$38.5K	0.04%	282
2025 Q4	$208K	Buy	+565	New	+$145K	0.02%	414

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 $3.38T AUM 44.17% 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

XML Financial's LITE Position: Q2 2026 in Review

XML Financial increased its Lumentum (LITE) stake by 13% in Q2 2026, buying an estimated $74K and bringing the position to 718 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #256.

XML Financial first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,322 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

XML Financial held 718 shares of Lumentum worth $616K as of Q2 2026.
XML Financial bought 83 Lumentum shares in Q2 2026, an estimated $74K.
Lumentum made up 0.04% of XML Financial's portfolio in Q2 2026, its #256 holding.
XML Financial first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,322 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.