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Caldwell Sutter Capital’s Lumentum LITE Stock Holding History

Caldwell Sutter Capital’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
Q2 		$2.57K Hold
3
– – ﹤0.01% 777
2026
Q1 		$2.11K Hold
3
– – ﹤0.01% 749
2025
Q4 		$1.11K Hold
3
– – ﹤0.01% 799
2025
Q3 		$488 Hold
3
– – ﹤0.01% 831
2025
Q2 		$285 Hold
3
– – ﹤0.01% 819
2025
Q1 		$187 Hold
3
– – ﹤0.01% 857
2024
Q4 		$252 Hold
3
– – ﹤0.01% 862
2024
Q3 		$190 Hold
3
– – ﹤0.01% 878
2024
Q2 		$153 Hold
3
– – ﹤0.01% 892
2024
Q1 		$142 Sell
3
-8
-73% -$407 ﹤0.01% 890
2023
Q4 		$577 Buy
11
+8
+267% +$349 ﹤0.01% 875
2023
Q3 		$136 Hold
3
– – ﹤0.01% 860
2023
Q2 		$170 Buy
+3
New +$150 ﹤0.01% 844

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Caldwell Sutter Capital's LITE Position: Q2 2026 in Review

Caldwell Sutter Capital held its Lumentum (LITE) position steady in Q2 2026 at 3 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Caldwell Sutter Capital first reported a position in LITE in Q2 2023 and has held it in 13 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Caldwell Sutter Capital held 3 shares of Lumentum worth $2.57K as of Q2 2026.
  • Caldwell Sutter Capital left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #777 holding.
  • Caldwell Sutter Capital first reported a position in Lumentum in Q2 2023 and has held it in 13 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.