Wellington Management Group
LITE icon

Wellington Management Group’s Lumentum LITE Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-834
Closed -$484K – 2008
2025
Q3 		$484K Sell
834
-37
-4% -$4.61K ﹤0.01% 1886
2025
Q2 		$231K Buy
+871
New +$61.8K ﹤0.01% 1903

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group's LITE Position: Q1 2026 in Review

Wellington Management Group increased its Lumentum (LITE) stake by 86% in Q1 2026, buying an estimated $43.1M and bringing the position to 169,304 shares worth $119M. The position accounts for 0.02% of the portfolio, ranked #505.

Wellington Management Group first reported a position in LITE in Q1 2016 and has held it in 39 quarters since. The position peaked at $1.04B in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Wellington Management Group held 169,304 shares of Lumentum worth $119M as of Q1 2026.
  • Wellington Management Group bought 78,401 Lumentum shares in Q1 2026, an estimated $43.1M.
  • Lumentum made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #505 holding.
  • Wellington Management Group first reported a position in Lumentum in Q1 2016 and has held it in 39 quarters since.
  • Wellington Management Group's Lumentum position peaked at $1.04B in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.