MCM
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MidAtlantic Capital Management’s Lumentum LITE Stock Holding History

MidAtlantic Capital Management’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 		– Sell
-1
Closed -$369 – 160
2025
Q4 		$369 Buy
+1
New +$257 ﹤0.01% 234
2025
Q1 		– Sell
-1
Closed -$84 – 159
2024
Q4 		$84 Hold
1
– – ﹤0.01% 244
2024
Q3 		$63 Hold
1
– – ﹤0.01% 239
2024
Q2 		$51 Hold
1
– – ﹤0.01% 221
2024
Q1 		$47 Hold
1
– – ﹤0.01% 240
2023
Q4 		$52 Buy
+1
New +$44 ﹤0.01% 239

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MidAtlantic Capital Management's LITE Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Lumentum (LITE) in Q1 2026, closing a stake of 1 share — an estimated $369 sold.

MidAtlantic Capital Management first reported a position in LITE in Q4 2023 and held it in 6 quarters. The position peaked at $369 in Q4 2025. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 1 Lumentum share in Q1 2026, an estimated $369.
  • MidAtlantic Capital Management first reported a position in Lumentum in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Lumentum position peaked at $369 in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.