Callan Family Office’s Lumentum LITE Stock Holding History

Callan Family Office’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	$2.18M	Sell	3,105 -109	-3%	-$59.9K	0.05%	332
2025 Q4	$1.18M	Buy	3,214 +1,474	+85%	+$379K	0.03%	506
2025 Q3	$283K	Sell	1,740 -627	-26%	-$78.2K	0.01%	731
2025 Q2	$225K	Buy	+2,367	New	+$168K	0.01%	863

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Callan Family Office's LITE Position: Q1 2026 in Review

Callan Family Office reduced its Lumentum (LITE) stake by 3.4% in Q1 2026, selling an estimated $59.9K and leaving 3,105 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #332.

Callan Family Office first reported a position in LITE in Q2 2025 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Callan Family Office held 3,105 shares of Lumentum worth $2.18M as of Q1 2026.
Callan Family Office sold 109 Lumentum shares in Q1 2026, an estimated $59.9K.
Lumentum made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #332 holding.
Callan Family Office first reported a position in Lumentum in Q2 2025 and has held it in 4 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.