Bessemer Group
LITE icon

Bessemer Group’s Lumentum LITE Stock Holding History

Bessemer Group’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 		$528K Buy
753
+425
+130% +$233K ﹤0.01% 1120
2025
Q4 		$121K Sell
328
-2,052
-86% -$527K ﹤0.01% 1452
2025
Q3 		$387K Sell
2,380
-93
-4% -$11.6K ﹤0.01% 945
2025
Q2 		$234K Buy
2,473
+136
+6% +$9.65K ﹤0.01% 1060
2025
Q1 		$145K Sell
2,337
-275
-11% -$21.2K ﹤0.01% 1145
2024
Q4 		$219K Sell
2,612
-1,961
-43% -$153K ﹤0.01% 1052
2024
Q3 		$290K Buy
4,573
+8
+0.2% +$433 ﹤0.01% 1045
2024
Q2 		$233K Hold
4,565
– – ﹤0.01% 971
2024
Q1 		$217K Hold
4,565
– – ﹤0.01% 1004
2023
Q4 		$240K Buy
4,565
+605
+15% +$26.4K ﹤0.01% 1000
2023
Q3 		$179K Buy
3,960
+52
+1% +$2.64K ﹤0.01% 1058
2023
Q2 		$222K Buy
3,908
+2,074
+113% +$104K ﹤0.01% 1023
2023
Q1 		$99K Buy
+1,834
New +$102K ﹤0.01% 1079
2022
Q4 		– Sell
-216
Closed -$13.3K – 2044
2022
Q3 		$15K Buy
+216
New +$17.9K ﹤0.01% 1443
2019
Q1 		– Sell
-43
Closed -$2K – 1880
2018
Q4 		$2K Buy
+43
New +$2.12K ﹤0.01% 1877
2016
Q2 		– Sell
-3
Closed – – 1384
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1580
2015
Q4 		$0 Hold
3
– – ﹤0.01% 1660
2015
Q3 		$0 Buy
+3
New +$57 ﹤0.01% 1683

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bessemer Group's LITE Position: Q1 2026 in Review

Bessemer Group increased its Lumentum (LITE) stake by 130% in Q1 2026, buying an estimated $233K and bringing the position to 753 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Bessemer Group first reported a position in LITE in Q3 2015 and has held it in 18 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Bessemer Group held 753 shares of Lumentum worth $528K as of Q1 2026.
  • Bessemer Group bought 425 Lumentum shares in Q1 2026, an estimated $233K.
  • Lumentum made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1120 holding.
  • Bessemer Group first reported a position in Lumentum in Q3 2015 and has held it in 18 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.