Zacks Investment Management’s Lumentum LITE Stock Holding History

Zacks 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	$5.18M	Buy	6,035 +1,570	+35%	+$1.4M	0.04%	242
2026 Q1	$3.14M	Buy	+4,465	New	+$2.45M	0.03%	290
2020 Q2	–	Sell	-16,463	Closed	-$1.21M	–	550
2020 Q1	$1.21M	Buy	+16,463	New	+$1.3M	0.03%	269
2016 Q3	–	Sell	-12,576	Closed	-$304K	–	693
2016 Q2	$304K	Buy	+12,576	New	+$312K	0.01%	499

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

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

Zacks Investment Management increased its Lumentum (LITE) stake by 35% in Q2 2026, buying an estimated $1.4M and bringing the position to 6,035 shares worth $5.18M. The position accounts for 0.04% of the portfolio, ranked #242.

Zacks Investment Management first reported a position in LITE in Q2 2016 and has held it in 4 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Zacks Investment Management held 6,035 shares of Lumentum worth $5.18M as of Q2 2026.
Zacks Investment Management bought 1,570 Lumentum shares in Q2 2026, an estimated $1.4M.
Lumentum made up 0.04% of Zacks Investment Management's portfolio in Q2 2026, its #242 holding.
Zacks Investment Management first reported a position in Lumentum in Q2 2016 and has held it in 4 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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