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JBR Co Financial Management’s Lumentum LITE Stock Holding History

JBR Co Financial Management’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
Q3 		$854K Sell
1,066
-67
-6% -$56.7K 0.33% 60
2026
Q2 		$972K Buy
1,133
+234
+26% +$209K 0.35% 57
2026
Q1 		$331K Hold
899
– – 0.14% 100
2025
Q4 		$331K Buy
+899
New +$231K 0.14% 100

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

JBR Co Financial Management's LITE Position: Q3 2026 in Review

JBR Co Financial Management reduced its Lumentum (LITE) stake by 5.9% in Q3 2026, selling an estimated $56.7K and leaving 1,066 shares worth $854K. The position accounts for 0.33% of the portfolio, ranked #60.

JBR Co Financial Management first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. The position peaked at $972K in Q2 2026. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • JBR Co Financial Management held 1,066 shares of Lumentum worth $854K as of Q3 2026.
  • JBR Co Financial Management sold 67 Lumentum shares in Q3 2026, an estimated $56.7K.
  • Lumentum made up 0.33% of JBR Co Financial Management's portfolio in Q3 2026, its #60 holding.
  • JBR Co Financial Management first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • JBR Co Financial Management's Lumentum position peaked at $972K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on JBR Co Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.