Westside Investment Management’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $367K | Hold |
428
| – | – | 0.05% | 232 |
|
|
2026
Q1 | $301K | Sell |
428
-150
| -26% | -$82.4K | 0.05% | 243 |
|
|
2025
Q4 | $213K | Buy |
578
+16
| +3% | +$4.11K | 0.03% | 273 |
|
|
2025
Q3 | $91.4K | Hold |
562
| – | – | 0.01% | 409 |
|
|
2025
Q2 | $53.4K | Hold |
562
| – | – | 0.01% | 450 |
|
|
2025
Q1 | $35K | Hold |
562
| – | – | 0.01% | 462 |
|
|
2024
Q4 | $47.2K | Hold |
562
| – | – | 0.01% | 416 |
|
|
2024
Q3 | $35.6K | Hold |
562
| – | – | 0.01% | 450 |
|
|
2024
Q2 | $28.6K | Hold |
562
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $26.6K | Hold |
562
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $29.5K | Hold |
562
| – | – | 0.01% | 440 |
|
|
2023
Q3 | $25.4K | Hold |
562
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $31.9K | Hold |
562
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $30.4K | Hold |
562
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $29 | Buy |
562
+400
| +247% | +$24.6K | ﹤0.01% | 478 |
|
|
2022
Q3 | $11 | Hold |
162
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $12 | Hold |
162
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $15 | Hold |
162
| – | – | ﹤0.01% | 558 |
|
|
2021
Q4 | $17 | Sell |
162
-11,643
| -99% | -$1.06M | ﹤0.01% | 523 |
|
|
2021
Q3 | $986 | Sell |
11,805
-1,490
| -11% | -$125K | ﹤0.01% | 254 |
|
|
2021
Q2 | $1.09K | Buy |
13,295
+8,088
| +155% | +$680K | ﹤0.01% | 243 |
|
|
2021
Q1 | $475 | Buy |
5,207
+5,195
| +43,292% | +$481K | ﹤0.01% | 257 |
|
|
2020
Q4 | $1 | Hold |
12
| – | – | ﹤0.01% | 630 |
|
|
2020
Q3 | $1 | Hold |
12
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $1 | Hold |
12
| – | – | ﹤0.01% | 631 |
|
|
2020
Q1 | $1 | Buy |
+12
| New | +$944 | ﹤0.01% | 641 |
|
|
2019
Q2 | $0 | Buy |
+12
| New | +$640 | ﹤0.01% | 667 |
|
|
2018
Q4 | $504 | Hold |
12
| – | – | ﹤0.01% | 667 |
|
|
2018
Q3 | $721 | Hold |
12
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $707 | Sell |
12
-13
| -52% | -$775 | ﹤0.01% | 798 |
|
|
2018
Q1 | $1.54K | Hold |
25
| – | – | ﹤0.01% | 773 |
|
|
2017
Q4 | $1.29K | Hold |
25
| – | – | ﹤0.01% | 800 |
|
|
2017
Q3 | $1.46K | Hold |
25
| – | – | ﹤0.01% | 768 |
|
|
2017
Q2 | $1.54K | Buy |
25
+13
| +108% | +$697 | ﹤0.01% | 762 |
|
|
2017
Q1 | $576 | Hold |
12
| – | – | ﹤0.01% | 751 |
|
|
2016
Q4 | $439 | Buy |
+12
| New | +$478 | ﹤0.01% | 623 |
|
Other funds holding LITE
JT
Westside Investment Management's LITE Position: Q2 2026 in Review
Westside Investment Management held its Lumentum (LITE) position steady in Q2 2026 at 428 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #232.
Westside Investment Management first reported a position in LITE in Q4 2016 and has held it in 36 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Westside Investment Management held 428 shares of Lumentum worth $367K as of Q2 2026.
- Westside Investment Management left its Lumentum share count unchanged in Q2 2026.
- Lumentum made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #232 holding.
- Westside Investment Management first reported a position in Lumentum in Q4 2016 and has held it in 36 quarters since.
- 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.