Summit Financial’s Lumentum LITE Stock Holding History

Summit Financial’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	$2.97M	Sell	3,457 -145	-4%	-$129K	0.03%	505
2026 Q1	$2.53M	Buy	3,602 +2,563	+247%	+$1.41M	0.03%	509
2025 Q4	$383K	Buy	+1,039	New	+$267K	0.01%	976

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

Summit Financial's LITE Position: Q2 2026 in Review

Summit Financial reduced its Lumentum (LITE) stake by 4% in Q2 2026, selling an estimated $129K and leaving 3,457 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #505.

Summit Financial first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Summit Financial held 3,457 shares of Lumentum worth $2.97M as of Q2 2026.
Summit Financial sold 145 Lumentum shares in Q2 2026, an estimated $129K.
Lumentum made up 0.03% of Summit Financial's portfolio in Q2 2026, its #505 holding.
Summit Financial first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.