CIM
LITE icon

CIM Investment Management’s Lumentum LITE Stock Holding History

CIM Investment 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
Q1 		$519K Sell
738
-3,892
-84% -$2.14M 0.14% 128
2025
Q4 		$1.71M Hold
4,630
– – 0.45% 37
2025
Q3 		$753K Sell
4,630
-4,992
-52% -$622K 0.2% 84
2025
Q2 		$860K Buy
9,622
+4,829
+101% +$343K 0.16% 118
2025
Q1 		$299K Sell
4,793
-116
-2% -$8.93K 0.07% 177
2024
Q4 		$412K Hold
4,909
– – 0.12% 141
2024
Q3 		$311K Hold
4,909
– – 0.09% 184
2024
Q2 		$250K Sell
4,909
-1,186
-19% -$53.7K 0.08% 201
2024
Q1 		$289K Hold
6,095
– – 0.09% 212
2023
Q4 		$320K Hold
6,095
– – 0.1% 186
2023
Q3 		$275K Hold
6,095
– – 0.1% 189
2023
Q2 		$346K Buy
+6,095
New +$305K 0.12% 170
2019
Q4 		– Sell
-5,624
Closed -$301K – 271
2019
Q3 		$301K Hold
5,624
– – 0.11% 229
2019
Q2 		$300K Sell
5,624
-103
-2% -$5.49K 0.11% 236
2019
Q1 		$324K Sell
5,727
-774
-12% -$37.1K 0.12% 224
2018
Q4 		$273K Hold
6,501
– – 0.12% 229
2018
Q3 		$390K Sell
6,501
-5
-0.1% -$299 0.14% 211
2018
Q2 		$377K Buy
6,506
+3,193
+96% +$190K 0.13% 229
2018
Q1 		$211K Sell
3,313
-3,314
-50% -$190K 0.07% 307
2017
Q4 		$324K Buy
6,627
+2,861
+76% +$159K 0.11% 244
2017
Q3 		$205K Buy
+3,766
New +$219K 0.07% 304

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

CIM Investment Management's LITE Position: Q1 2026 in Review

CIM Investment Management reduced its Lumentum (LITE) stake by 84% in Q1 2026, selling an estimated $2.14M and leaving 738 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #128.

CIM Investment Management first reported a position in LITE in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.71M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • CIM Investment Management held 738 shares of Lumentum worth $519K as of Q1 2026.
  • CIM Investment Management sold 3,892 Lumentum shares in Q1 2026, an estimated $2.14M.
  • Lumentum made up 0.14% of CIM Investment Management's portfolio in Q1 2026, its #128 holding.
  • CIM Investment Management first reported a position in Lumentum in Q3 2017 and has held it in 21 quarters since.
  • CIM Investment Management's Lumentum position peaked at $1.71M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.