Westfield Capital Management
LITE icon

Westfield Capital Management’s Lumentum LITE Stock Holding History

Westfield Capital Management’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
Q2 		$46.2M Buy
+53,807
New +$48M 0.15% 169
2024
Q1 		– Sell
-566,100
Closed -$29.7M – 256
2023
Q4 		$29.7M Buy
+566,100
New +$24.7M 0.17% 173
2023
Q3 		– Sell
-945,342
Closed -$53.6M – 241
2023
Q2 		$53.6M Buy
+945,342
New +$47.2M 0.34% 110
2022
Q4 		– Sell
-622,975
Closed -$42.7M – 241
2022
Q3 		$42.7M Buy
622,975
+69,727
+13% +$5.78M 0.34% 116
2022
Q2 		$43.9M Sell
553,248
-179,134
-24% -$15.3M 0.35% 105
2022
Q1 		$71.5M Sell
732,382
-265,133
-27% -$25.9M 0.46% 78
2021
Q4 		$106M Sell
997,515
-71,415
-7% -$6.5M 0.63% 52
2021
Q3 		$89.3M Buy
1,068,930
+59,895
+6% +$5.02M 0.54% 63
2021
Q2 		$82.8M Buy
1,009,035
+236,380
+31% +$19.9M 0.5% 70
2021
Q1 		$70.6M Buy
772,655
+114,772
+17% +$10.6M 0.44% 82
2020
Q4 		$62.4M Buy
657,883
+25,930
+4% +$2.24M 0.37% 92
2020
Q3 		$47.5M Buy
631,953
+38,194
+6% +$3.17M 0.31% 107
2020
Q2 		$48.4M Buy
593,759
+408,363
+220% +$31.1M 0.33% 102
2020
Q1 		$13.7M Sell
185,396
-314,809
-63% -$24.8M 0.12% 166
2019
Q4 		$39.7M Buy
500,205
+110,726
+28% +$7.25M 0.28% 122
2019
Q3 		$20.9M Sell
389,479
-637,669
-62% -$36M 0.17% 154
2019
Q2 		$54.9M Buy
1,027,148
+546,318
+114% +$29.1M 0.41% 83
2019
Q1 		$27.2M Sell
480,830
-7,210
-1% -$346K 0.21% 147
2018
Q4 		$20.5M Buy
+488,040
New +$24M 0.17% 152
2018
Q3 		– Sell
-234,378
Closed -$13.6M – 262
2018
Q2 		$13.6M Sell
234,378
-8,153
-3% -$486K 0.1% 196
2018
Q1 		$15.5M Sell
242,531
-207,335
-46% -$11.9M 0.12% 191
2017
Q4 		$22M Buy
449,866
+261,666
+139% +$14.6M 0.17% 181
2017
Q3 		$10.2M Sell
188,200
-3,605
-2% -$210K 0.08% 204
2017
Q2 		$10.9M Sell
191,805
-740,470
-79% -$39.7M 0.09% 199
2017
Q1 		$49.7M Buy
932,275
+466,085
+100% +$20.6M 0.43% 85
2016
Q4 		$18M Buy
+466,190
New +$18.6M 0.16% 180

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westfield Capital Management's LITE Position: Q2 2026 in Review

Westfield Capital Management opened a new position in Lumentum (LITE) in Q2 2026: 53,807 shares worth $46.2M. The stake represents 0.15% of the portfolio and ranks #169 among its holdings. This is a return to the name: Westfield Capital Management previously reported a position in LITE as recently as Q4 2023.

Westfield Capital Management first reported a position in LITE in Q4 2016 and has held it in 26 quarters since. The position peaked at $106M in Q4 2021. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Westfield Capital Management held 53,807 shares of Lumentum worth $46.2M as of Q2 2026.
  • Lumentum was a new Westfield Capital Management position in Q2 2026.
  • Lumentum made up 0.15% of Westfield Capital Management's portfolio in Q2 2026, its #169 holding.
  • Westfield Capital Management first reported a position in Lumentum in Q4 2016 and has held it in 26 quarters since.
  • Westfield Capital Management's Lumentum position peaked at $106M in Q4 2021.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.