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Wedmont Private Capital’s Lumentum LITE Stock Holding History

Wedmont Private Capital’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 		$3.21M Buy
3,065
+1,479
+93% +$1.25M 0.08% 144
2026
Q2 		$1.27M Buy
1,586
+221
+16% +$197K 0.03% 285
2026
Q1 		$1.22M Buy
1,365
+215
+19% +$118K 0.04% 264
2025
Q4 		$452K Buy
+1,150
New +$295K 0.02% 514

Other funds holding LITE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Wedmont Private Capital's LITE Position: Q3 2026 in Review

Wedmont Private Capital increased its Lumentum (LITE) stake by 93% in Q3 2026, buying an estimated $1.25M and bringing the position to 3,065 shares worth $3.21M. The position accounts for 0.08% of the portfolio, ranked #144.

Wedmont Private Capital first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Wedmont Private Capital held 3,065 shares of Lumentum worth $3.21M as of Q3 2026.
  • Wedmont Private Capital bought 1,479 Lumentum shares in Q3 2026, an estimated $1.25M.
  • Lumentum made up 0.08% of Wedmont Private Capital's portfolio in Q3 2026, its #144 holding.
  • Wedmont Private Capital first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.