Principal Financial Group’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 | $109M | Buy |
127,241
+8,696
| +7% | +$7.76M | 0.05% | 273 |
|
|
2026
Q1 | $83.3M | Sell |
118,545
-33,883
| -22% | -$18.6M | 0.04% | 336 |
|
|
2025
Q4 | $56.2M | Sell |
152,428
-2,526
| -2% | -$649K | 0.03% | 435 |
|
|
2025
Q3 | $25.2M | Sell |
154,954
-50,480
| -25% | -$6.29M | 0.01% | 740 |
|
|
2025
Q2 | $19.5M | Buy |
205,434
+46,280
| +29% | +$3.28M | 0.01% | 854 |
|
|
2025
Q1 | $9.92M | Buy |
159,154
+1,660
| +1% | +$128K | 0.01% | 1264 |
|
|
2024
Q4 | $13.2M | Buy |
157,494
+335
| +0.2% | +$26.1K | 0.01% | 1126 |
|
|
2024
Q3 | $9.96M | Sell |
157,159
-68,000
| -30% | -$3.68M | 0.01% | 1279 |
|
|
2024
Q2 | $11.5M | Sell |
225,159
-28,630
| -11% | -$1.3M | 0.01% | 1191 |
|
|
2024
Q1 | $12M | Buy |
253,789
+7,739
| +3% | +$393K | 0.01% | 1216 |
|
|
2023
Q4 | $12.9M | Sell |
246,050
-7,348
| -3% | -$320K | 0.01% | 1151 |
|
|
2023
Q3 | $11.4M | Sell |
253,398
-4,539
| -2% | -$231K | 0.01% | 1160 |
|
|
2023
Q2 | $14.6M | Sell |
257,937
-13,176
| -5% | -$658K | 0.01% | 1044 |
|
|
2023
Q1 | $14.6M | Buy |
271,113
+3,533
| +1% | +$197K | 0.01% | 1051 |
|
|
2022
Q4 | $14M | Sell |
267,580
-1,489
| -0.6% | -$91.5K | 0.01% | 1051 |
|
|
2022
Q3 | $18.5M | Sell |
269,069
-2,667
| -1% | -$221K | 0.01% | 821 |
|
|
2022
Q2 | $21.6M | Buy |
271,736
+26,180
| +11% | +$2.24M | 0.02% | 765 |
|
|
2022
Q1 | $24M | Sell |
245,556
-166
| -0.1% | -$16.2K | 0.02% | 801 |
|
|
2021
Q4 | $26M | Sell |
245,722
-16,645
| -6% | -$1.52M | 0.02% | 772 |
|
|
2021
Q3 | $21.9M | Sell |
262,367
-1,635
| -0.6% | -$137K | 0.01% | 869 |
|
|
2021
Q2 | $21.7M | Buy |
264,002
+3,411
| +1% | +$287K | 0.01% | 913 |
|
|
2021
Q1 | $23.8M | Buy |
260,591
+36,545
| +16% | +$3.38M | 0.02% | 776 |
|
|
2020
Q4 | $21.2M | Buy |
224,046
+505
| +0.2% | +$43.5K | 0.02% | 732 |
|
|
2020
Q3 | $16.8M | Sell |
223,541
-6,994
| -3% | -$580K | 0.01% | 758 |
|
|
2020
Q2 | $18.8M | Sell |
230,535
-3,525
| -2% | -$269K | 0.02% | 683 |
|
|
2020
Q1 | $17.3M | Sell |
234,060
-98,282
| -30% | -$7.74M | 0.02% | 613 |
|
|
2019
Q4 | $26.4M | Buy |
332,342
+54
| +0% | +$3.54K | 0.02% | 619 |
|
|
2019
Q3 | $17.8M | Sell |
332,288
-2,432
| -0.7% | -$137K | 0.02% | 849 |
|
|
2019
Q2 | $17.9M | Sell |
334,720
-4,461
| -1% | -$238K | 0.02% | 847 |
|
|
2019
Q1 | $19.2M | Buy |
339,181
+11,681
| +4% | +$560K | 0.02% | 820 |
|
|
2018
Q4 | $13.8M | Buy |
327,500
+44,667
| +16% | +$2.2M | 0.01% | 954 |
|
|
2018
Q3 | $17M | Buy |
282,833
+5,151
| +2% | +$308K | 0.01% | 973 |
|
|
2018
Q2 | $16.1M | Sell |
277,682
-207,232
| -43% | -$12.4M | 0.01% | 966 |
|
|
2018
Q1 | $30.9M | Buy |
484,914
+14,013
| +3% | +$804K | 0.03% | 558 |
|
|
2017
Q4 | $23M | Sell |
470,901
-33,244
| -7% | -$1.85M | 0.02% | 725 |
|
|
2017
Q3 | $27.4M | Buy |
504,145
+39,902
| +9% | +$2.32M | 0.03% | 602 |
|
|
2017
Q2 | $26.5M | Buy |
464,243
+7,534
| +2% | +$404K | 0.03% | 625 |
|
|
2017
Q1 | $24.4M | Buy |
456,709
+23,715
| +5% | +$1.05M | 0.03% | 603 |
|
|
2016
Q4 | $16.7M | Buy |
432,994
+30,595
| +8% | +$1.22M | 0.02% | 821 |
|
|
2016
Q3 | $16.8M | Buy |
402,399
+68,672
| +21% | +$2.26M | 0.02% | 770 |
|
|
2016
Q2 | $8.08M | Buy |
333,727
+2,037
| +0.6% | +$50.5K | 0.01% | 1189 |
|
|
2016
Q1 | $8.95M | Buy |
331,690
+21,140
| +7% | +$488K | 0.01% | 1064 |
|
|
2015
Q4 | $6.84M | Buy |
310,550
+16,512
| +6% | +$294K | 0.01% | 1193 |
|
|
2015
Q3 | $4.98M | Buy |
+294,038
| New | +$5.57M | 0.01% | 1346 |
|
Other funds holding LITE
JT
Principal Financial Group's LITE Position: Q2 2026 in Review
Principal Financial Group increased its Lumentum (LITE) stake by 7.3% in Q2 2026, buying an estimated $7.76M and bringing the position to 127,241 shares worth $109M. The position accounts for 0.05% of the portfolio, ranked #273.
Principal Financial Group first reported a position in LITE in Q3 2015 and has held it in 44 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Principal Financial Group held 127,241 shares of Lumentum worth $109M as of Q2 2026.
- Principal Financial Group bought 8,696 Lumentum shares in Q2 2026, an estimated $7.76M.
- Lumentum made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #273 holding.
- Principal Financial Group first reported a position in Lumentum in Q3 2015 and has held it in 44 quarters since.
- 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.