LCGC
LITE icon

Legacy Capital Group California’s Lumentum LITE Stock Holding History

Legacy Capital Group California’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 		$238K Sell
338
-900
-73% -$494K 0.09% 259
2025
Q4 		$456K Sell
1,238
-1,650
-57% -$424K 0.11% 227
2025
Q3 		$470K Sell
2,888
-914
-24% -$114K 0.12% 217
2025
Q2 		$361K Buy
3,802
+342
+10% +$24.3K 0.1% 231
2025
Q1 		$216K Sell
3,460
-7
-0.2% -$539 0.08% 289
2024
Q4 		$291K Sell
3,467
-3,180
-48% -$248K 0.09% 250
2024
Q3 		$421K Sell
6,647
-151
-2% -$8.17K 0.14% 188
2024
Q2 		$346K Buy
+6,798
New +$308K 0.12% 209

Other funds holding LITE

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $564B 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