Wellington Management Group
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Wellington Management Group’s LSI Industries LYTS Stock Holding History

Wellington Management Group’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5M Buy
1,372,841
+70,033
+5% +$1.62M 0.01% 834
2026
Q1 		$24.2M Buy
1,302,808
+653,430
+101% +$13.5M ﹤0.01% 934
2025
Q4 		$11.9M Buy
649,378
+28,700
+5% +$583K ﹤0.01% 1209
2025
Q3 		$14.7M Buy
620,678
+21,400
+4% +$435K ﹤0.01% 1144
2025
Q2 		$10.2M Buy
599,278
+56,017
+10% +$900K ﹤0.01% 1205
2025
Q1 		$9.24M Sell
543,261
-31,100
-5% -$597K ﹤0.01% 1218
2024
Q4 		$11.2M Sell
574,361
-42,900
-7% -$796K ﹤0.01% 1166
2024
Q3 		$9.97M Sell
617,261
-6,600
-1% -$101K ﹤0.01% 1175
2024
Q2 		$9.03M Buy
623,861
+5,900
+1% +$89K ﹤0.01% 1179
2024
Q1 		$9.34M Buy
617,961
+146,400
+31% +$2.07M ﹤0.01% 1159
2023
Q4 		$6.64M Buy
471,561
+6,500
+1% +$92.1K ﹤0.01% 1226
2023
Q3 		$7.39M Buy
465,061
+30,300
+7% +$423K ﹤0.01% 1181
2023
Q2 		$5.46M Buy
434,761
+107,100
+33% +$1.34M ﹤0.01% 1238
2023
Q1 		$4.56M Sell
327,661
-209,300
-39% -$2.89M ﹤0.01% 1306
2022
Q4 		$6.57M Hold
536,961
– – ﹤0.01% 1199
2022
Q3 		$4.13M Buy
536,961
+81,923
+18% +$571K ﹤0.01% 1338
2022
Q2 		$2.81M Buy
455,038
+153,938
+51% +$988K ﹤0.01% 1474
2022
Q1 		$1.81M Hold
301,100
– – ﹤0.01% 1628
2021
Q4 		$2.07M Buy
301,100
+148,268
+97% +$1.12M ﹤0.01% 1660
2021
Q3 		$1.18M Buy
+152,832
New +$1.17M ﹤0.01% 1770

Other funds holding LYTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group's LYTS Position: Q2 2026 in Review

Wellington Management Group increased its LSI Industries (LYTS) stake by 5.4% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,372,841 shares worth $36.5M. The position accounts for 0.01% of the portfolio, ranked #834.

Wellington Management Group first reported a position in LYTS in Q3 2021 and has held it in 20 quarters since. 175 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Wellington Management Group held 1,372,841 shares of LSI Industries worth $36.5M as of Q2 2026.
  • Wellington Management Group bought 70,033 LSI Industries shares in Q2 2026, an estimated $1.62M.
  • LSI Industries made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #834 holding.
  • Wellington Management Group first reported a position in LSI Industries in Q3 2021 and has held it in 20 quarters since.
  • 175 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.