SCHEDULE: FMR LLC Reports Stake in Lumentum Holdings

FMR LLC, through its subsidiaries, has reported a 4.6% stake in Lumentum Holdings Inc. as of June 30, 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 June 30, 2026, shows that FMR LLC beneficially owns 3,611,651.58 shares of Lumentum Holdings Inc. common stock.
• This ownership represents 4.6% of the class of securities.
• Abigail P. Johnson, CEO of FMR LLC, is also listed as a reporting person, with the same number of shares beneficially owned.
• The filing states that no single other person's interest in the common stock exceeds five percent.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports a passive investment stake and does not contain operational or financial performance updates for Lumentum Holdings Inc.

Positives

• FMR LLC, a significant investment management firm, has taken a notable stake in Lumentum Holdings Inc., which could signal confidence in the company's future prospects.
• The ownership stake of 4.6% is substantial and indicates a significant investment by FMR LLC.

Negatives

• The filing is a Schedule 13G, which typically indicates passive investment, suggesting FMR LLC is not seeking to control or influence the company's management or operations.

Risks

• The filing does not explicitly mention any risks. However, as with any investment, there is an inherent risk of market fluctuations affecting the value of Lumentum Holdings Inc. stock.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from Lumentum Holdings Inc. It solely reports the ownership stake of FMR LLC.

Management Comments

• "This filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by FMR LLC, certain of its subsidiaries and affiliates, and other companies (collectively, the 'FMR Reporters')."
• "No one other person's interest in the COMMON STOCK of LUMENTUM HLDGS INC is more than five percent of the total outstanding COMMON STOCK."
• "The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect."

Industry Context

StockSavvy.ai notes that the filing of a Schedule 13G by a major investment manager like FMR LLC is a common occurrence and indicates a passive investment strategy. Lumentum Holdings Inc. operates in the optical networking and photonics sectors, a competitive and rapidly evolving industry.

Stakeholder Impact

• Shareholders of Lumentum Holdings Inc.: The filing indicates a significant passive investment by FMR LLC, which may be viewed positively by the market as a sign of institutional confidence, but does not imply any direct influence on company strategy.
• FMR LLC Clients: Clients invested in funds managed by FMR LLC may benefit from the performance of Lumentum Holdings Inc. stock, depending on their specific fund allocations.

Next Steps

• FMR LLC will continue to hold its investment in Lumentum Holdings Inc. in the ordinary course of business.
• Lumentum Holdings Inc. will continue its operations in the optical networking and photonics sectors.

Key Dates

Keywords

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