KIA
LITE icon

KCM Investment Advisors’s Lumentum LITE Stock Holding History

KCM Investment Advisors’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 		$510K Buy
725
+5
+0.7% +$2.75K 0.02% 266
2025
Q4 		$265K Buy
+720
New +$185K 0.01% 344
2022
Q2 		– Sell
-2,241
Closed -$219K – 406
2022
Q1 		$219K Hold
2,241
– – 0.01% 390
2021
Q4 		$237K Buy
+2,241
New +$204K 0.01% 382
2021
Q2 		– Sell
-2,295
Closed -$210K – 394
2021
Q1 		$210K Buy
2,295
+75
+3% +$6.94K 0.01% 359
2020
Q4 		$210K Buy
+2,220
New +$191K 0.01% 340

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

KCM Investment Advisors's LITE Position: Q1 2026 in Review

KCM Investment Advisors increased its Lumentum (LITE) stake by 0.69% in Q1 2026, buying an estimated $2.75K and bringing the position to 725 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #266.

KCM Investment Advisors first reported a position in LITE in Q4 2020 and has held it in 6 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • KCM Investment Advisors held 725 shares of Lumentum worth $510K as of Q1 2026.
  • KCM Investment Advisors bought 5 Lumentum shares in Q1 2026, an estimated $2.75K.
  • Lumentum made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #266 holding.
  • KCM Investment Advisors first reported a position in Lumentum in Q4 2020 and has held it in 6 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.