JGC
LITE icon

J. Goldman & Co’s Lumentum LITE Stock Holding History

J. Goldman & Co’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 		– Sell
-3,441
Closed -$560K – 654
2025
Q3 		$560K Buy
+3,441
New +$429K 0.01% 373
2021
Q3 		– Sell
-40,161
Closed -$3.29M – 408
2021
Q2 		$3.29M Buy
+40,161
New +$3.38M 0.13% 175
2017
Q1 		– Sell
-41,000
Closed -$1.58M – 370
2016
Q4 		$1.58M Buy
+41,000
New +$1.63M 0.1% 194
2016
Q3 		– Sell
-54,100
Closed -$1.31M – 346
2016
Q2 		$1.31M Buy
+54,100
New +$1.34M 0.07% 236

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

J. Goldman & Co's LITE Position: Q4 2025 in Review

J. Goldman & Co sold out of Lumentum (LITE) in Q4 2025, closing a stake of 3,441 shares — an estimated $560K sold.

J. Goldman & Co first reported a position in LITE in Q2 2016 and held it in 4 quarters. The position peaked at $3.29M in Q2 2021. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • J. Goldman & Co reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • J. Goldman & Co sold 3,441 Lumentum shares in Q4 2025, an estimated $560K.
  • J. Goldman & Co first reported a position in Lumentum in Q2 2016 and held it in 4 quarters.
  • J. Goldman & Co's Lumentum position peaked at $3.29M in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.