CIBC Private Wealth Group
LITE icon

CIBC Private Wealth Group’s Lumentum LITE Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$1.02M Buy
2,767
+849
+44% +$218K ﹤0.01% 701
2025
Q3 		$312K Buy
1,918
+947
+98% +$118K ﹤0.01% 1003
2025
Q2 		$92.3K Buy
971
+719
+285% +$51K ﹤0.01% 1422
2025
Q1 		$12.6K Buy
252
+224
+800% +$17.2K ﹤0.01% 2159
2024
Q4 		$2.38K Sell
28
-225
-89% -$17.5K ﹤0.01% 2665
2024
Q3 		$16K Buy
253
+200
+377% +$10.8K ﹤0.01% 2253
2024
Q2 		$2.98K Sell
53
-160
-75% -$7.25K ﹤0.01% 2675
2024
Q1 		$10.3K Buy
+213
New +$10.8K ﹤0.01% 2261
2022
Q3 		– Sell
-73
Closed -$6K – 1074
2022
Q2 		$6K Hold
73
– – ﹤0.01% 1101
2022
Q1 		$7K Buy
+73
New +$7.14K ﹤0.01% 1167
2018
Q3 		– Sell
-5
Closed – – 1384
2018
Q2 		$0 Hold
5
– – ﹤0.01% 2031
2018
Q1 		$0 Hold
5
– – ﹤0.01% 2015
2017
Q4 		$0 Buy
+5
New +$279 ﹤0.01% 1955

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's LITE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Lumentum (LITE) stake by 44% in Q4 2025, buying an estimated $218K and bringing the position to 2,767 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #701.

CIBC Private Wealth Group first reported a position in LITE in Q4 2017 and has held it in 13 quarters since. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • CIBC Private Wealth Group held 2,767 shares of Lumentum worth $1.02M as of Q4 2025.
  • CIBC Private Wealth Group bought 849 Lumentum shares in Q4 2025, an estimated $218K.
  • Lumentum made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #701 holding.
  • CIBC Private Wealth Group first reported a position in Lumentum in Q4 2017 and has held it in 13 quarters since.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.