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Capstone Capital Management’s Lumentum LITE Stock Holding History

Capstone Capital 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
Q2 		$2.78M Sell
3,241
-1,050
-24% -$937K 1.24% 20
2026
Q1 		$3.02M Buy
+4,291
New +$2.36M 3.04% 8

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

Capstone Capital Management's LITE Position: Q2 2026 in Review

Capstone Capital Management reduced its Lumentum (LITE) stake by 24% in Q2 2026, selling an estimated $937K and leaving 3,241 shares worth $2.78M. The position accounts for 1.24% of the portfolio, ranked #20.

Capstone Capital Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.02M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Capstone Capital Management held 3,241 shares of Lumentum worth $2.78M as of Q2 2026.
  • Capstone Capital Management sold 1,050 Lumentum shares in Q2 2026, an estimated $937K.
  • Lumentum made up 1.24% of Capstone Capital Management's portfolio in Q2 2026, its #20 holding.
  • Capstone Capital Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Capstone Capital Management's Lumentum position peaked at $3.02M in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.