Steigerwald Gordon & Koch’s Lumentum LITE Stock Holding History

Steigerwald Gordon & Koch’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 Q2	$129K	Hold	150	–	–	0.01%	190
2026 Q1	$105K	Sell	150 -150	-50%	-$82.4K	0.01%	206
2025 Q4	$111K	Hold	300	–	–	0.01%	201
2025 Q3	$48.8K	Buy	+300	New	+$37.4K	﹤0.01%	304

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Steigerwald Gordon & Koch's LITE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Lumentum (LITE) position steady in Q2 2026 at 150 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #190.

Steigerwald Gordon & Koch first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Steigerwald Gordon & Koch held 150 shares of Lumentum worth $129K as of Q2 2026.
Steigerwald Gordon & Koch left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #190 holding.
Steigerwald Gordon & Koch first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.