SummitTX Capital’s Lumentum LITE Stock Holding History

SummitTX Capital’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	-1,255	Closed	-$882K	–	914
2026 Q1	$882K	Buy	+1,255	New	+$689K	0.03%	469
2025 Q2	–	Sell	-33,095	Closed	-$2.06M	–	904
2025 Q1	$2.06M	Buy	+33,095	New	+$2.55M	0.09%	243

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

SummitTX Capital's LITE Position: Q2 2026 in Review

SummitTX Capital sold out of Lumentum (LITE) in Q2 2026, closing a stake of 1,255 shares — an estimated $882K sold.

SummitTX Capital first reported a position in LITE in Q1 2025 and held it in 2 quarters. The position peaked at $2.06M in Q1 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SummitTX Capital reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 1,255 Lumentum shares in Q2 2026, an estimated $882K.
SummitTX Capital first reported a position in Lumentum in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Lumentum position peaked at $2.06M in Q1 2025.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.