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Tompkins Financial’s Lumentum LITE Stock Holding History

Tompkins Financial’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
2025
Q4 		– Sell
-200
Closed -$32.5K – 655
2025
Q3 		$32.5K Hold
200
– – ﹤0.01% 354
2025
Q2 		$19K Buy
200
+100
+100% +$7.1K ﹤0.01% 393
2025
Q1 		$6.23K Hold
100
– – ﹤0.01% 476
2024
Q4 		$8.39K Hold
100
– – ﹤0.01% 440
2024
Q3 		$6.34K Hold
100
– – ﹤0.01% 504
2024
Q2 		$5.09K Sell
100
-200
-67% -$9.06K ﹤0.01% 519
2024
Q1 		$14.2K Buy
300
+100
+50% +$5.08K ﹤0.01% 470
2023
Q4 		$10.5K Hold
200
– – ﹤0.01% 490
2023
Q3 		$9.04K Sell
200
-100
-33% -$5.08K ﹤0.01% 477
2023
Q2 		$17K Sell
300
-100
-25% -$5K ﹤0.01% 429
2023
Q1 		$21.6K Sell
400
-100
-20% -$5.58K ﹤0.01% 413
2022
Q4 		$26K Buy
+500
New +$30.7K ﹤0.01% 400

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tompkins Financial's LITE Position: Q4 2025 in Review

Tompkins Financial sold out of Lumentum (LITE) in Q4 2025, closing a stake of 200 shares — an estimated $32.5K sold.

Tompkins Financial first reported a position in LITE in Q4 2022 and held it in 12 quarters. The position peaked at $32.5K in Q3 2025. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Tompkins Financial reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • Tompkins Financial sold 200 Lumentum shares in Q4 2025, an estimated $32.5K.
  • Tompkins Financial first reported a position in Lumentum in Q4 2022 and held it in 12 quarters.
  • Tompkins Financial's Lumentum position peaked at $32.5K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.