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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
Q2 		$638K Buy
743
+18
+2% +$16.1K 0.02% 256
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

KCM Investment Advisors's LITE Position: Q2 2026 in Review

KCM Investment Advisors increased its Lumentum (LITE) stake by 2.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 743 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #256.

KCM Investment Advisors first reported a position in LITE in Q4 2020 and has held it in 7 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • KCM Investment Advisors held 743 shares of Lumentum worth $638K as of Q2 2026.
  • KCM Investment Advisors bought 18 Lumentum shares in Q2 2026, an estimated $16.1K.
  • Lumentum made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • KCM Investment Advisors first reported a position in Lumentum in Q4 2020 and has held it in 7 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.