William Mack & Associates
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William Mack & Associates’s Lumentum LITE Stock Holding History

William Mack & Associates’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 		$7.77K Buy
+8
New +$6.76K ﹤0.01% 432

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

William Mack & Associates's LITE Position: Q3 2026 in Review

William Mack & Associates opened a new position in Lumentum (LITE) in Q3 2026: 8 shares worth $7.77K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

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

  • William Mack & Associates held 8 shares of Lumentum worth $7.77K as of Q3 2026.
  • Lumentum was a new William Mack & Associates position in Q3 2026.
  • Lumentum made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #432 holding.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.