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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Financial's LITE Position: Q1 2026 in Review

Summit Financial increased its Lumentum (LITE) stake by 247% in Q1 2026, buying an estimated $1.41M and bringing the position to 3,602 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #509.

Summit Financial first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Summit Financial held 3,602 shares of Lumentum worth $2.53M as of Q1 2026.
Summit Financial bought 2,563 Lumentum shares in Q1 2026, an estimated $1.41M.
Lumentum made up 0.03% of Summit Financial's portfolio in Q1 2026, its #509 holding.
Summit Financial first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.