SSG
LITE icon

Summit Securities Group’s Lumentum LITE Stock Holding History

Summit Securities Group’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 		– Sell
-12
Closed -$8.43K – 1280
2026
Q1 		$8.43K Buy
+12
New +$6.59K ﹤0.01% 697
2024
Q4 		– Sell
-138
Closed -$9K – 786
2024
Q3 		$9K Buy
+138
New +$7.47K ﹤0.01% 388
2023
Q4 		– Sell
-323
Closed -$15K – 801
2023
Q3 		$15K Buy
+323
New +$16.4K ﹤0.01% 387
2022
Q4 		– Sell
-1
Closed – – 1270
2022
Q3 		$0 Buy
+1
New +$83 ﹤0.01% 1060
2021
Q3 		– Sell
-9,000
Closed -$738K – 804
2021
Q2 		$738K Buy
9,000
+2,700
+43% +$227K 0.06% 307
2021
Q1 		$576K Buy
+6,300
New +$583K 0.06% 286

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Securities Group's LITE Position: Q2 2026 in Review

Summit Securities Group sold out of Lumentum (LITE) in Q2 2026, closing a stake of 12 shares — an estimated $8.43K sold.

Summit Securities Group first reported a position in LITE in Q1 2021 and held it in 6 quarters. The position peaked at $738K in Q2 2021. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Summit Securities Group reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 12 Lumentum shares in Q2 2026, an estimated $8.43K.
  • Summit Securities Group first reported a position in Lumentum in Q1 2021 and held it in 6 quarters.
  • Summit Securities Group's Lumentum position peaked at $738K in Q2 2021.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.