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Yousif Capital Management’s Lumentum LITE Stock Holding History

Yousif Capital 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 		$5.99M Buy
6,984
+180
+3% +$161K 0.07% 274
2026
Q1 		$4.78M Sell
6,804
-15,281
-69% -$8.39M 0.06% 314
2025
Q4 		$7.88M Sell
22,085
-36
-0.2% -$9.24K 0.09% 207
2025
Q3 		$3.6M Sell
22,121
-1,297
-6% -$162K 0.04% 447
2025
Q2 		$2.23M Sell
23,418
-321
-1% -$22.8K 0.02% 682
2025
Q1 		$1.48M Sell
23,739
-467
-2% -$35.9K 0.02% 888
2024
Q4 		$2.03M Sell
24,206
-786
-3% -$61.3K 0.02% 741
2024
Q3 		$1.58M Sell
24,992
-3,462
-12% -$187K 0.02% 899
2024
Q2 		$1.45M Sell
28,454
-2,169
-7% -$98.3K 0.02% 923
2024
Q1 		$1.45M Sell
30,623
-564
-2% -$28.7K 0.02% 977
2023
Q4 		$1.63M Sell
31,187
-593
-2% -$25.8K 0.02% 933
2023
Q3 		$1.44M Sell
31,780
-1,850
-6% -$94K 0.02% 932
2023
Q2 		$1.91M Sell
33,630
-1,175
-3% -$58.7K 0.02% 807
2023
Q1 		$1.88M Sell
34,805
-90
-0.3% -$5.02K 0.02% 804
2022
Q4 		$1.82M Sell
34,895
-352
-1% -$21.6K 0.02% 826
2022
Q3 		$2.42M Sell
35,247
-3,319
-9% -$275K 0.03% 613
2022
Q2 		$3.06M Buy
38,566
+520
+1% +$44.4K 0.04% 520
2022
Q1 		$3.71M Sell
38,046
-1
-0% -$98 0.04% 511
2021
Q4 		$4.02M Buy
+38,047
New +$3.46M 0.04% 495

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

Yousif Capital Management's LITE Position: Q2 2026 in Review

Yousif Capital Management increased its Lumentum (LITE) stake by 2.6% in Q2 2026, buying an estimated $161K and bringing the position to 6,984 shares worth $5.99M. The position accounts for 0.07% of the portfolio, ranked #274.

Yousif Capital Management first reported a position in LITE in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.88M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Yousif Capital Management held 6,984 shares of Lumentum worth $5.99M as of Q2 2026.
  • Yousif Capital Management bought 180 Lumentum shares in Q2 2026, an estimated $161K.
  • Lumentum made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #274 holding.
  • Yousif Capital Management first reported a position in Lumentum in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Lumentum position peaked at $7.88M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.