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LITE icon

TCW Group’s Lumentum LITE Stock Holding History

TCW 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
Q1 		$93.6M Sell
133,178
-208,111
-61% -$114M 0.7% 41
2025
Q4 		$126M Sell
341,289
-87,449
-20% -$22.5M 0.9% 29
2025
Q3 		$69.8M Buy
428,738
+57,162
+15% +$7.13M 0.58% 52
2025
Q2 		$35.3M Buy
371,576
+347,428
+1,439% +$24.7M 0.28% 84
2025
Q1 		$1.51M Buy
24,148
+4,771
+25% +$367K 0.01% 275
2024
Q4 		$1.63M Buy
+19,377
New +$1.51M 0.01% 273

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

TCW Group's LITE Position: Q1 2026 in Review

TCW Group reduced its Lumentum (LITE) stake by 61% in Q1 2026, selling an estimated $114M and leaving 133,178 shares worth $93.6M. The position accounts for 0.7% of the portfolio, ranked #41.

TCW Group first reported a position in LITE in Q4 2024 and has held it in 6 quarters since. The position peaked at $126M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • TCW Group held 133,178 shares of Lumentum worth $93.6M as of Q1 2026.
  • TCW Group sold 208,111 Lumentum shares in Q1 2026, an estimated $114M.
  • Lumentum made up 0.7% of TCW Group's portfolio in Q1 2026, its #41 holding.
  • TCW Group first reported a position in Lumentum in Q4 2024 and has held it in 6 quarters since.
  • TCW Group's Lumentum position peaked at $126M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.