Westmount Partners
LITE icon

Westmount Partners’s Lumentum LITE Stock Holding History

Westmount Partners’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 		$17.8K Buy
+17
New +$14.4K ﹤0.01% 279

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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

Westmount Partners's LITE Position: Q3 2026 in Review

Westmount Partners opened a new position in Lumentum (LITE) in Q3 2026: 17 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings.

1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Westmount Partners held 17 shares of Lumentum worth $17.8K as of Q3 2026.
  • Lumentum was a new Westmount Partners position in Q3 2026.
  • Lumentum made up ﹤0.01% of Westmount Partners's portfolio in Q3 2026, its #279 holding.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Westmount Partners's 13F filing for Q3 2026, filed 12 Nov 2026.