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BOLTON SECURITIES CORPORATION’s Lumentum LITE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$320K Sell
329
-687
-68% -$581K 0.01% 728
2026
Q2 		$872K Buy
1,016
+611
+151% +$545K 0.03% 448
2026
Q1 		$285K Buy
+405
New +$222K 0.01% 705
2025
Q3 		$10.6K Buy
+65
New +$8.1K ﹤0.01% 1535
2025
Q1 		$4.05K Buy
+65
New +$5K ﹤0.01% 1621

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LITE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Lumentum (LITE) stake by 68% in Q3 2026, selling an estimated $581K and leaving 329 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #728.

BOLTON SECURITIES CORPORATION first reported a position in LITE in Q1 2025 and has held it in 5 quarters since. The position peaked at $872K in Q2 2026. 938 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 329 shares of Lumentum worth $320K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 687 Lumentum shares in Q3 2026, an estimated $581K.
  • Lumentum made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #728 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Lumentum in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Lumentum position peaked at $872K in Q2 2026.
  • 938 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.