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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
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
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

SummitTX Capital's LITE Position: Q1 2026 in Review

SummitTX Capital opened a new position in Lumentum (LITE) in Q1 2026: 1,255 shares worth $882K. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in LITE as recently as Q1 2025.

SummitTX Capital first reported a position in LITE in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.06M in Q1 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • SummitTX Capital held 1,255 shares of Lumentum worth $882K as of Q1 2026.
  • Lumentum was a new SummitTX Capital position in Q1 2026.
  • Lumentum made up 0.03% of SummitTX Capital's portfolio in Q1 2026, its #469 holding.
  • SummitTX Capital first reported a position in Lumentum in Q1 2025 and has held it in 2 quarters since.
  • SummitTX Capital's Lumentum position peaked at $2.06M in Q1 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.