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Smith Shellnut Wilson’s Lumentum LITE Stock Holding History

Smith Shellnut Wilson’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
Q3 		$200K Buy
+1,230
New +$153K 0.08% 141

Other funds holding LITE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Smith Shellnut Wilson's LITE Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in Lumentum (LITE) in Q3 2025: 1,230 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings.

588 funds tracked by Wall St. Rank hold LITE as of Q3 2025.

  • Smith Shellnut Wilson held 1,230 shares of Lumentum worth $200K as of Q3 2025.
  • Lumentum was a new Smith Shellnut Wilson position in Q3 2025.
  • Lumentum made up 0.08% of Smith Shellnut Wilson's portfolio in Q3 2025, its #141 holding.
  • 588 funds tracked by Wall St. Rank held Lumentum as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.