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Lumentum Hldgs shares owned by Forum Financial Management

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Lumentum Hldgs

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All positions including Lumentum Hldgs held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 2.7k 368.59
2025-09-30 $485k 3.0k 162.71
2025-06-30 $292k 3.1k 95.06

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View all positions for Forum Financial Management

Top funds holding Lumentum Hldgs

BlackRock
Vanguard Group
FMR
Capital World Investors
Jane Street
Susquehanna International
Invesco
UBS Group
Citadel Advisors
State Street Corporation
Arrowstreet Capital, Limited Partnership
Geode Capital Management
D. E. Shaw & Co
Situational Awareness
Norges Bank Investment Management

View all funds holding Lumentum Hldgs