Guggenheim Capital’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.39M Sell
3,394
-654
-16% -$359K 0.02% 646
2025
Q4
$1.49M Sell
4,048
-2,348
-37% -$603K 0.01% 768
2025
Q3
$1.04M Sell
6,396
-18
-0.3% -$2.25K 0.01% 906
2025
Q2
$610K Sell
6,414
-4,275
-40% -$303K ﹤0.01% 1082
2025
Q1
$666K Buy
10,689
+325
+3% +$25K 0.01% 1066
2024
Q4
$870K Buy
10,364
+2,562
+33% +$200K 0.01% 985
2024
Q3
$494K Buy
7,802
+1,574
+25% +$85.2K ﹤0.01% 1411
2024
Q2
$317K Sell
6,228
-2,626
-30% -$119K ﹤0.01% 1635
2024
Q1
$419K Buy
8,854
+1,321
+18% +$67.2K ﹤0.01% 1541
2023
Q4
$395K Buy
7,533
+2,669
+55% +$116K ﹤0.01% 1550
2023
Q3
$220K Buy
+4,864
New +$247K ﹤0.01% 1731
2023
Q2
Sell
-14,499
Closed -$783K 1913
2023
Q1
$783K Sell
14,499
-5,299
-27% -$296K 0.01% 1297
2022
Q4
$1.03M Buy
19,798
+5,715
+41% +$351K 0.01% 1146
2022
Q3
$965K Sell
14,083
-812
-5% -$67.3K 0.01% 1165
2022
Q2
$1.18M Buy
14,895
+1,387
+10% +$118K 0.01% 1153
2022
Q1
$1.32M Buy
13,508
+1,162
+9% +$114K 0.01% 1225
2021
Q4
$1.3M Sell
12,346
-15,622
-56% -$1.42M 0.01% 1253
2021
Q3
$2.34M Buy
27,968
+1,697
+6% +$142K 0.01% 980
2021
Q2
$2.15M Buy
26,271
+11,511
+78% +$968K 0.01% 1056
2021
Q1
$1.35M Sell
14,760
-2,596
-15% -$240K 0.01% 1240
2020
Q4
$1.65M Sell
17,356
-10,861
-38% -$937K 0.01% 1064
2020
Q3
$2.12M Sell
28,217
-63,686
-69% -$5.28M 0.02% 864
2020
Q2
$7.48M Buy
91,903
+4,475
+5% +$341K 0.06% 366
2020
Q1
$6.44M Sell
87,428
-8
-0% -$630 0.06% 346
2019
Q4
$6.93M Buy
87,436
+6,584
+8% +$431K 0.05% 466
2019
Q3
$4.33M Buy
80,852
+68,244
+541% +$3.85M 0.03% 663
2019
Q2
$673K Sell
12,608
-999
-7% -$53.2K 0.01% 1527
2019
Q1
$770K Sell
13,607
-1,992
-13% -$95.5K 0.01% 1498
2018
Q4
$655K Sell
15,599
-2,844
-15% -$140K 0.01% 1557
2018
Q3
$1.11M Sell
18,443
-767
-4% -$45.9K 0.01% 1570
2018
Q2
$1.11M Sell
19,210
-12,985
-40% -$774K 0.01% 1553
2018
Q1
$2.06M Sell
32,195
-6,807
-17% -$391K 0.01% 1615
2017
Q4
$1.91M Sell
39,002
-28,531
-42% -$1.59M ﹤0.01% 1706
2017
Q3
$3.67M Buy
67,533
+7,901
+13% +$459K 0.01% 1245
2017
Q2
$3.4M Sell
59,632
-6,740
-10% -$361K 0.01% 1241
2017
Q1
$3.54M Sell
66,372
-17,245
-21% -$761K 0.01% 1236
2016
Q4
$3.23M Buy
83,617
+68,798
+464% +$2.74M 0.01% 1295
2016
Q3
$619K Sell
14,819
-6,068
-29% -$200K ﹤0.01% 2303
2016
Q2
$505K Buy
20,887
+7,727
+59% +$191K ﹤0.01% 2371
2016
Q1
$355K Buy
13,160
+468
+4% +$10.8K ﹤0.01% 2492
2015
Q4
$279K Buy
+12,692
New +$226K ﹤0.01% 2676

Other funds holding LITE

Guggenheim Capital's LITE Position: Q1 2026 in Review

Guggenheim Capital reduced its Lumentum (LITE) stake by 16% in Q1 2026, selling an estimated $359K and leaving 3,394 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #646.

Guggenheim Capital first reported a position in LITE in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.48M in Q2 2020. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Guggenheim Capital held 3,394 shares of Lumentum worth $2.39M as of Q1 2026.
  • Guggenheim Capital sold 654 Lumentum shares in Q1 2026, an estimated $359K.
  • Lumentum made up 0.02% of Guggenheim Capital's portfolio in Q1 2026, its #646 holding.
  • Guggenheim Capital first reported a position in Lumentum in Q4 2015 and has held it in 41 quarters since.
  • Guggenheim Capital's Lumentum position peaked at $7.48M in Q2 2020.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.