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
2021
Q3 		– Sell
-200
Closed -$1.64M – 805
2021
Q2 		$1.64M Sell
200
-60
-23% -$5.04K 0.14% 165
2021
Q1 		$2.38M Buy
+260
New +$24.1K 0.26% 80

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's LITE Position: Q1 2026 in Review

Summit Securities Group opened a new position in Lumentum (LITE) in Q1 2026: 12 shares worth $8.43K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in LITE as recently as Q3 2024.

Summit Securities Group first reported a position in LITE in Q1 2021 and has held it in 6 quarters since. The position peaked at $738K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Summit Securities Group held 12 shares of Lumentum worth $8.43K as of Q1 2026.
  • Lumentum was a new Summit Securities Group position in Q1 2026.
  • Lumentum made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #697 holding.
  • Summit Securities Group first reported a position in Lumentum in Q1 2021 and has held it in 6 quarters since.
  • Summit Securities Group's Lumentum position peaked at $738K in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.