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 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 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.