WLG
LITE icon

Williamson Legacy Group’s Lumentum LITE Stock Holding History

Williamson Legacy Group’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
Q1 		$7.93M Sell
11,285
-4,136
-27% -$2.27M 5.95% 1
2025
Q4 		$5.68M Buy
15,421
+527
+4% +$135K 4.44% 1
2025
Q3 		$2.42M Buy
+14,894
New +$1.86M 1.87% 9

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Williamson Legacy Group's LITE Position: Q1 2026 in Review

Williamson Legacy Group reduced its Lumentum (LITE) stake by 27% in Q1 2026, selling an estimated $2.27M and leaving 11,285 shares worth $7.93M. The position accounts for 5.95% of the portfolio, ranked #1.

Williamson Legacy Group first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Williamson Legacy Group held 11,285 shares of Lumentum worth $7.93M as of Q1 2026.
  • Williamson Legacy Group sold 4,136 Lumentum shares in Q1 2026, an estimated $2.27M.
  • Lumentum made up 5.95% of Williamson Legacy Group's portfolio in Q1 2026, its #1 holding.
  • Williamson Legacy Group first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.