SMART Wealth LLC Invests $443,000 in Lumentum Holdings Inc.

The institutional investor bought 1,202 shares of the technology company's stock.

Apr. 18, 2026 at 10:52am

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A highly detailed, cinematic close-up of complex, metallic banking machinery and gears, conveying a sense of institutional financial power and security without using any text or identifiable elements.An extreme close-up of Lumentum's advanced photonic technologies reflects the institutional investor's confidence in the company's growth potential.San Jose Today

SMART Wealth LLC, an institutional investor, bought a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITE) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The investor purchased 1,202 shares of the technology company's stock, valued at approximately $443,000.

Why it matters

This investment by SMART Wealth LLC in Lumentum Holdings, a leading provider of photonic technologies for optical communication networks and industrial applications, reflects the institutional investor's confidence in the company's growth potential and technological capabilities.

The details

A number of other large investors have also modified their holdings of Lumentum. Allworth Financial LP raised its stake in shares of Lumentum by 6.4% during the 3rd quarter, while Northwestern Mutual Investment Management Company LLC increased its stake by 0.4% in the same period. MassMutual Private Wealth & Trust FSB increased its stake by 58.9% in the 4th quarter, and UMB Bank n.a. increased its stake by 11.2% in the 3rd quarter.

  • SMART Wealth LLC bought the new position in the fourth quarter of 2026.
  • Lumentum's stock opened at $894.07 on Friday, April 18, 2026.

The players

SMART Wealth LLC

An institutional investor that bought a new position in shares of Lumentum Holdings Inc.

Lumentum Holdings Inc.

A leading provider of photonic technologies for optical communication networks and industrial applications, headquartered in San Jose, California.

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The takeaway

This investment by SMART Wealth LLC in Lumentum Holdings reflects the institutional investor's confidence in the company's growth potential and technological capabilities, as Lumentum continues to be a key player in the optical communication and industrial technology sectors.