BFSG LLC’s lululemon athletica LULU Stock Holding History

BFSG LLC’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$770	Buy	+8	New	+$909	﹤0.01%	863
2025 Q2	–	Sell	-40	Closed	-$11.3K	–	688
2025 Q1	$11.3K	Hold	40	–	–	﹤0.01%	490
2024 Q4	$15.3K	Hold	40	–	–	﹤0.01%	469
2024 Q3	$10.9K	Hold	40	–	–	﹤0.01%	491
2024 Q2	$11.9K	Hold	40	–	–	﹤0.01%	462
2024 Q1	$15.6K	Hold	40	–	–	﹤0.01%	452
2023 Q4	$20.5K	Buy	+40	New	+$17.3K	﹤0.01%	413
2022 Q1	–	Sell	-2,396	Closed	-$938K	–	219
2021 Q4	$938K	Buy	+2,396	New	+$1.02M	0.13%	151
2018 Q4	–	Sell	-2,852	Closed	-$463K	–	116
2018 Q3	$463K	Buy	+2,852	New	+$391K	0.2%	104

Other funds holding LULU

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Bender Robert & Associates Pasadena, California $525M AUM 38.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return

BFSG LLC's LULU Position: Q3 2026 in Review

BFSG LLC opened a new position in lululemon athletica (LULU) in Q3 2026: 8 shares worth $770. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: BFSG LLC previously reported a position in LULU as recently as Q1 2025.

BFSG LLC first reported a position in LULU in Q3 2018 and has held it in 9 quarters since. The position peaked at $938K in Q4 2021. 249 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

BFSG LLC held 8 shares of lululemon athletica worth $770 as of Q3 2026.
lululemon athletica was a new BFSG LLC position in Q3 2026.
lululemon athletica made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #863 holding.
BFSG LLC first reported a position in lululemon athletica in Q3 2018 and has held it in 9 quarters since.
BFSG LLC's lululemon athletica position peaked at $938K in Q4 2021.
249 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.