Wedbush Securities
LITE icon

Wedbush Securities’s Lumentum LITE Stock Holding History

Wedbush Securities’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 		$465K Sell
479
-100
-17% -$84.6K 0.01% 750
2026
Q2 		$497K Buy
+579
New +$516K 0.01% 728
2021
Q4 		– Sell
-2,501
Closed -$209K – 1209
2021
Q3 		$209K Hold
2,501
– – 0.01% 1045
2021
Q2 		$205K Buy
+2,501
New +$210K 0.01% 1047

Other funds holding LITE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wedbush Securities's LITE Position: Q3 2026 in Review

Wedbush Securities reduced its Lumentum (LITE) stake by 17% in Q3 2026, selling an estimated $84.6K and leaving 479 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #750.

Wedbush Securities first reported a position in LITE in Q2 2021 and has held it in 4 quarters since. The position peaked at $497K in Q2 2026. 726 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Wedbush Securities held 479 shares of Lumentum worth $465K as of Q3 2026.
  • Wedbush Securities sold 100 Lumentum shares in Q3 2026, an estimated $84.6K.
  • Lumentum made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #750 holding.
  • Wedbush Securities first reported a position in Lumentum in Q2 2021 and has held it in 4 quarters since.
  • Wedbush Securities's Lumentum position peaked at $497K in Q2 2026.
  • 726 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.