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
2026
Q2
$76M Buy
+88,526
New +$79M 4.07% 6
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: Q2 2026 in Review

Keystone Investors opened a new position in Lumentum (LITE) in Q2 2026: 88,526 shares worth $76M. The stake represents 4.07% of the portfolio and ranks #6 among its holdings. This is a return to the name: Keystone Investors previously reported a position in LITE as recently as Q4 2025.

Keystone Investors first reported a position in LITE in Q2 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Keystone Investors held 88,526 shares of Lumentum worth $76M as of Q2 2026.
  • Lumentum was a new Keystone Investors position in Q2 2026.
  • Lumentum made up 4.07% of Keystone Investors's portfolio in Q2 2026, its #6 holding.
  • Keystone Investors first reported a position in Lumentum in Q2 2025 and has held it in 4 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Keystone Investors's 13F filing for Q2 2026, filed 14 Aug 2026.