Carlson Financial’s lululemon athletica LULU Stock Holding History

Carlson Financial’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 Q2	–	Sell	-1,651	Closed	-$253K	–	197
2026 Q1	$253K	Sell	1,651 -100	-6%	-$17.9K	0.15%	144
2025 Q4	$364K	Buy	+1,751	New	+$317K	0.21%	113

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carlson Financial's LULU Position: Q2 2026 in Review

Carlson Financial sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,651 shares — an estimated $253K sold.

Carlson Financial first reported a position in LULU in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Carlson Financial reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Carlson Financial sold 1,651 lululemon athletica shares in Q2 2026, an estimated $253K.
Carlson Financial first reported a position in lululemon athletica in Q4 2025 and held it in 2 quarters.
Carlson Financial's lululemon athletica position peaked at $364K in Q4 2025.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.