Bank of Montreal’s Lumentum LITE Stock Holding History

Bank of Montreal’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
2018 Q2	–	Sell	-6,000	Closed	-$383K	–	4801
2018 Q1	$383K	Hold	6,000	–	–	﹤0.01%	2334
2017 Q4	$293K	Buy	+6,000	New	+$334K	﹤0.01%	2525

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Bank of Montreal's LITE Position: Q2 2026 in Review

Bank of Montreal increased its Lumentum (LITE) stake by 170% in Q2 2026, buying an estimated $406M and bringing the position to 723,041 shares worth $620M. The position accounts for 0.2% of the portfolio, ranked #93.

Bank of Montreal first reported a position in LITE in Q3 2015 and has held it in 44 quarters since. 889 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Bank of Montreal held 723,041 shares of Lumentum worth $620M as of Q2 2026.
Bank of Montreal bought 455,016 Lumentum shares in Q2 2026, an estimated $406M.
Lumentum made up 0.2% of Bank of Montreal's portfolio in Q2 2026, its #93 holding.
Bank of Montreal first reported a position in Lumentum in Q3 2015 and has held it in 44 quarters since.
889 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.