Sigma Planning Corp
LITE icon

Sigma Planning Corp’s Lumentum LITE Stock Holding History

Sigma Planning Corp’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
Q3 		$426K Sell
625
-2
-0.3% -$1.69K 0.01% 918
2026
Q2 		$538K Buy
627
+89
+17% +$79.4K 0.01% 883
2026
Q1 		$378K Buy
+538
New +$296K 0.01% 957
2017
Q1 		– Sell
-11,901
Closed -$460K – 794
2016
Q4 		$460K Buy
+11,901
New +$474K 0.05% 371

Other funds holding LITE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sigma Planning Corp's LITE Position: Q3 2026 in Review

Sigma Planning Corp reduced its Lumentum (LITE) stake by 0.32% in Q3 2026, selling an estimated $1.69K and leaving 625 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #918.

Sigma Planning Corp first reported a position in LITE in Q4 2016 and has held it in 4 quarters since. The position peaked at $538K in Q2 2026. 732 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Sigma Planning Corp held 625 shares of Lumentum worth $426K as of Q3 2026.
  • Sigma Planning Corp sold 2 Lumentum shares in Q3 2026, an estimated $1.69K.
  • Lumentum made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #918 holding.
  • Sigma Planning Corp first reported a position in Lumentum in Q4 2016 and has held it in 4 quarters since.
  • Sigma Planning Corp's Lumentum position peaked at $538K in Q2 2026.
  • 732 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.