WLG
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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
Q2 		$8.02M Sell
9,351
-1,934
-17% -$1.73M 3.98% 6
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 $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

Williamson Legacy Group's LITE Position: Q2 2026 in Review

Williamson Legacy Group reduced its Lumentum (LITE) stake by 17% in Q2 2026, selling an estimated $1.73M and leaving 9,351 shares worth $8.02M. The position accounts for 3.98% of the portfolio, ranked #6.

Williamson Legacy Group first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Williamson Legacy Group held 9,351 shares of Lumentum worth $8.02M as of Q2 2026.
  • Williamson Legacy Group sold 1,934 Lumentum shares in Q2 2026, an estimated $1.73M.
  • Lumentum made up 3.98% of Williamson Legacy Group's portfolio in Q2 2026, its #6 holding.
  • Williamson Legacy Group first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.