West Michigan Advisors
LITE icon

West Michigan Advisors’s Lumentum LITE Stock Holding History

West Michigan Advisors’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 		$4.22M Sell
4,345
-498
-10% -$421K 0.79% 40
2026
Q2 		$4.16M Buy
4,843
+3,710
+327% +$3.31M 0.79% 40
2026
Q1 		$796K Sell
1,133
-725
-39% -$398K 0.17% 134
2025
Q4 		$685K Sell
1,858
-945
-34% -$243K 0.16% 137
2025
Q3 		$456K Buy
+2,803
New +$350K 0.11% 156
2025
Q1 		– Sell
-3,435
Closed -$288K – 232
2024
Q4 		$288K Buy
+3,435
New +$268K 0.09% 163

Other funds holding LITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

West Michigan Advisors's LITE Position: Q3 2026 in Review

West Michigan Advisors reduced its Lumentum (LITE) stake by 10% in Q3 2026, selling an estimated $421K and leaving 4,345 shares worth $4.22M. The position accounts for 0.79% of the portfolio, ranked #40.

West Michigan Advisors first reported a position in LITE in Q4 2024 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • West Michigan Advisors held 4,345 shares of Lumentum worth $4.22M as of Q3 2026.
  • West Michigan Advisors sold 498 Lumentum shares in Q3 2026, an estimated $421K.
  • Lumentum made up 0.79% of West Michigan Advisors's portfolio in Q3 2026, its #40 holding.
  • West Michigan Advisors first reported a position in Lumentum in Q4 2024 and has held it in 6 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on West Michigan Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.