Spire Wealth Management Boosts Lumentum Holdings Position

Institutional investor increases stake in technology company by over 260%

Mar. 29, 2026 at 10:48am

Spire Wealth Management, an institutional investor, has significantly increased its position in Lumentum Holdings Inc. (NASDAQ:LITE), a leading provider of photonic technologies for optical communication networks and industrial applications. According to a recent SEC filing, the firm raised its stake in Lumentum by 260.9% in the fourth quarter, now owning 20,326 shares worth $7.49 million.

Why it matters

Lumentum is a key player in the growing optical communications and industrial laser markets, which are seeing strong demand driven by the expansion of high-speed data networks and advanced manufacturing. Spire Wealth Management's increased investment suggests confidence in Lumentum's long-term growth potential.

The details

Spire Wealth Management's 13F filing revealed that the firm purchased an additional 14,694 shares of Lumentum in the fourth quarter, bringing its total position to 20,326 shares. This represents a 260.9% increase from the previous quarter. Lumentum's stock has seen significant appreciation, rising from around $150 per share a year ago to over $700 per share currently.

  • Spire Wealth Management filed its 13F report for the fourth quarter of 2025 on March 29, 2026.
  • The firm increased its Lumentum position during the fourth quarter of 2025.

The players

Spire Wealth Management

An institutional investor and asset management firm.

Lumentum Holdings Inc.

A leading provider of photonic technologies for optical communication networks and industrial applications.

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The takeaway

Spire Wealth Management's significant increase in its Lumentum holdings suggests the firm sees strong growth potential in the company, which is well-positioned to benefit from the ongoing expansion of high-speed data networks and advanced manufacturing.