SCHEDULE: FMR LLC Discloses 10.4% Stake in Lumentum Holdings

FMR LLC, through its subsidiaries and affiliates, has reported beneficial ownership of 10.4% of Lumentum Holdings Inc.'s common stock as of March 31, 2026.

Summary

• FMR LLC, along with its subsidiaries and affiliates (collectively, the "FMR Reporters"), has filed a Schedule 13G, indicating beneficial ownership of Lumentum Holdings Inc. common stock.
• The filing, dated March 31, 2026, shows that FMR LLC beneficially owns 7,457,683.36 shares, representing 10.4% of the class of securities.
• Abigail P. Johnson, a Director, Chairman, and CEO of FMR LLC, is also noted, with members of the Johnson family being predominant owners of FMR LLC's voting shares.
• The filing confirms that FMR LLC and its subsidiaries hold these shares in the ordinary course of business and not for the purpose of influencing control of Lumentum Holdings Inc.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It's a standard disclosure of beneficial ownership by a large institutional investor and does not inherently signal positive or negative performance for Lumentum Holdings Inc. itself.

Positives

• FMR LLC's significant stake (10.4%) suggests confidence in Lumentum Holdings Inc.'s long-term prospects.
• The filing is a routine disclosure, indicating established reporting practices by FMR LLC.

Negatives

• The filing does not contain any negative financial or operational information about Lumentum Holdings Inc. itself, as it is a disclosure of beneficial ownership by an external entity.

Risks

• Potential for FMR LLC to alter its stake, which could impact Lumentum Holdings Inc.'s stock price.
• The influence of the Johnson family's voting agreement on FMR LLC's investment decisions could be a factor.

Future Outlook

The filing itself is a historical disclosure and does not contain forward-looking statements or guidance from Lumentum Holdings Inc. It reflects FMR LLC's current beneficial ownership as of March 31, 2026.

Management Comments

• FMR LLC and its subsidiaries, along with other companies, are collectively referred to as the "FMR Reporters" for this filing.
• The filing does not reflect securities beneficially owned by certain other companies whose beneficial ownership is disaggregated from the FMR Reporters.
• Abigail P. Johnson's role as Director, Chairman, and CEO of FMR LLC is noted, along with the Johnson family's predominant ownership of FMR LLC's voting shares and their shareholders' voting agreement.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. FMR LLC's disclosure of a 10.4% stake in Lumentum Holdings Inc. positions it as a major shareholder, a common occurrence in the telecommunications equipment and optical networking sectors where Lumentum operates, often driven by strategic investment or potential M&A activity.

Stakeholder Impact

• Shareholders: The significant stake held by FMR LLC may influence future corporate actions and potentially impact stock price volatility.
• Management of Lumentum Holdings Inc.: May need to engage with FMR LLC regarding their investment strategy and corporate governance.

Next Steps

• Monitor future filings by FMR LLC and Lumentum Holdings Inc. for any changes in ownership or strategic developments.
• Observe Lumentum Holdings Inc.'s performance and strategic announcements for insights into the reasons behind FMR LLC's investment.

Key Dates

Keywords

Lumentum Holdings Inc., FMR LLC, Schedule 13G, Beneficial Ownership, Common Stock, Securities Filing, Investment, Abigail P. Johnson, Fidelity