Capital Research Global Investors
LITE icon

Capital Research Global Investors’s Lumentum LITE Stock Holding History

Capital Research Global Investors’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 		$373M Sell
531,393
-483,067
-48% -$265M 0.06% 190
2025
Q4 		$374M Sell
1,014,460
-608,086
-37% -$156M 0.07% 173
2025
Q3 		$264M Sell
1,622,546
-46,833
-3% -$5.84M 0.05% 196
2025
Q2 		$159M Buy
1,669,379
+678,069
+68% +$48.1M 0.03% 244
2025
Q1 		$61.8M Buy
991,310
+486,073
+96% +$37.4M 0.01% 341
2024
Q4 		$42.4M Buy
+505,237
New +$39.4M 0.01% 368
2023
Q4 		– Sell
-1,931,236
Closed -$87.3M – 420
2023
Q3 		$87.3M Buy
1,931,236
+478,462
+33% +$24.3M 0.02% 288
2023
Q2 		$82.4M Buy
1,452,774
+704,662
+94% +$35.2M 0.02% 293
2023
Q1 		$40.4M Buy
748,112
+244,112
+48% +$13.6M 0.01% 337
2022
Q4 		$26.3M Buy
+504,000
New +$31M 0.01% 374
2019
Q4 		– Sell
-4,213,978
Closed -$226M – 418
2019
Q3 		$226M Buy
4,213,978
+27,729
+0.7% +$1.56M 0.07% 196
2019
Q2 		$224M Sell
4,186,249
-185,577
-4% -$9.89M 0.07% 195
2019
Q1 		$247M Sell
4,371,826
-949,987
-18% -$45.6M 0.08% 189
2018
Q4 		$224M Sell
5,321,813
-1,655,355
-24% -$81.5M 0.08% 196
2018
Q3 		$418M Sell
6,977,168
-5,302
-0.1% -$317K 0.12% 155
2018
Q2 		$404M Sell
6,982,470
-612,159
-8% -$36.5M 0.11% 157
2018
Q1 		$485M Sell
7,594,629
-744
-0% -$42.7K 0.14% 146
2017
Q4 		$371M Buy
7,595,373
+1,180,086
+18% +$65.8M 0.11% 162
2017
Q3 		$349M Sell
6,415,287
-179,618
-3% -$10.4M 0.11% 166
2017
Q2 		$376M Buy
6,594,905
+9,206
+0.1% +$494K 0.12% 162
2017
Q1 		$351M Buy
6,585,699
+143,165
+2% +$6.32M 0.11% 174
2016
Q4 		$249M Sell
6,442,534
-536
-0% -$21.3K 0.08% 210
2016
Q3 		$269M Buy
6,443,070
+1,616
+0% +$53.2K 0.09% 193
2016
Q2 		$156M Buy
6,441,454
+564,000
+10% +$14M 0.05% 244
2016
Q1 		$159M Hold
5,877,454
– – 0.05% 247
2015
Q4 		$129M Buy
5,877,454
+447,400
+8% +$7.96M 0.04% 263
2015
Q3 		$92M Buy
+5,430,054
New +$103M 0.03% 292

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

Capital Research Global Investors's LITE Position: Q1 2026 in Review

Capital Research Global Investors reduced its Lumentum (LITE) stake by 48% in Q1 2026, selling an estimated $265M and leaving 531,393 shares worth $373M. The position accounts for 0.06% of the portfolio, ranked #190.

Capital Research Global Investors first reported a position in LITE in Q3 2015 and has held it in 27 quarters since. The position peaked at $485M in Q1 2018. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Capital Research Global Investors held 531,393 shares of Lumentum worth $373M as of Q1 2026.
  • Capital Research Global Investors sold 483,067 Lumentum shares in Q1 2026, an estimated $265M.
  • Lumentum made up 0.06% of Capital Research Global Investors's portfolio in Q1 2026, its #190 holding.
  • Capital Research Global Investors first reported a position in Lumentum in Q3 2015 and has held it in 27 quarters since.
  • Capital Research Global Investors's Lumentum position peaked at $485M in Q1 2018.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.