Keystone Investors’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$40.6M Sell
110,164
-46,113
-30% -$11.8M 3.65% 8
2025
Q3
$25.4M Buy
156,277
+102,873
+193% +$12.8M 2.94% 12
2025
Q2
$5.08M Buy
+53,404
New +$3.79M 1.05% 18

Other funds holding LITE

Keystone Investors's LITE Position: Q4 2025 in Review

Keystone Investors reduced its Lumentum (LITE) stake by 30% in Q4 2025, selling an estimated $11.8M and leaving 110,164 shares worth $40.6M. The position accounts for 3.65% of the portfolio, ranked #8.

Keystone Investors first reported a position in LITE in Q2 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Keystone Investors held 110,164 shares of Lumentum worth $40.6M as of Q4 2025.
  • Keystone Investors sold 46,113 Lumentum shares in Q4 2025, an estimated $11.8M.
  • Lumentum made up 3.65% of Keystone Investors's portfolio in Q4 2025, its #8 holding.
  • Keystone Investors first reported a position in Lumentum in Q2 2025 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.