AIM
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Aigen Investment Management’s Lumentum LITE Stock Holding History

Aigen Investment Management’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-761
Closed -$280K – 675
2025
Q4 		$280K Sell
761
-9,063
-92% -$2.33M 0.06% 376
2025
Q3 		$1.6M Buy
9,824
+1,278
+15% +$159K 0.25% 102
2025
Q2 		$812K Sell
8,546
-9,308
-52% -$661K 0.11% 290
2025
Q1 		$1.11M Buy
17,854
+414
+2% +$31.9K 0.18% 171
2024
Q4 		$1.46M Buy
17,440
+7,354
+73% +$573K 0.26% 109
2024
Q3 		$639K Buy
10,086
+2,559
+34% +$139K 0.13% 242
2024
Q2 		$383K Sell
7,527
-7,110
-49% -$322K 0.07% 392
2024
Q1 		$693K Buy
14,637
+7,947
+119% +$404K 0.15% 210
2023
Q4 		$351K Sell
6,690
-122
-2% -$5.32K 0.06% 442
2023
Q3 		$308K Sell
6,812
-11,906
-64% -$605K 0.06% 518
2023
Q2 		$1.06M Sell
18,718
-53,468
-74% -$2.67M 0.16% 185
2023
Q1 		$3.9M Buy
72,186
+61,539
+578% +$3.43M 0.54% 45
2022
Q4 		$555K Buy
+10,647
New +$654K 0.08% 249
2022
Q1 		– Sell
-2,593
Closed -$250K – 847
2021
Q4 		$250K Buy
+2,593
New +$236K 0.02% 856
2021
Q2 		– Sell
-7,957
Closed -$727K – 617
2021
Q1 		$727K Buy
+7,957
New +$737K 0.1% 226
2020
Q3 		– Sell
-37,074
Closed -$3.02M – 998
2020
Q2 		$3.02M Buy
37,074
+17,462
+89% +$1.33M 0.39% 45
2020
Q1 		$1.45M Buy
+19,612
New +$1.54M 0.19% 139

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aigen Investment Management's LITE Position: Q1 2026 in Review

Aigen Investment Management sold out of Lumentum (LITE) in Q1 2026, closing a stake of 761 shares — an estimated $280K sold.

Aigen Investment Management first reported a position in LITE in Q1 2020 and held it in 17 quarters. The position peaked at $3.9M in Q1 2023. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Aigen Investment Management reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 761 Lumentum shares in Q1 2026, an estimated $280K.
  • Aigen Investment Management first reported a position in Lumentum in Q1 2020 and held it in 17 quarters.
  • Aigen Investment Management's Lumentum position peaked at $3.9M in Q1 2023.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.