Montgomery Financial Services’s Lumentum LITE Stock Holding History

Montgomery Financial Services’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 Q2	$7.72K	Buy	+9	New	+$8.03K	0.01%	194

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's LITE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Lumentum (LITE) in Q2 2026: 9 shares worth $7.72K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

1,231 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Montgomery Financial Services held 9 shares of Lumentum worth $7.72K as of Q2 2026.
Lumentum was a new Montgomery Financial Services position in Q2 2026.
Lumentum made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #194 holding.
1,231 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.