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Financial Perspectives’s lululemon athletica LULU Stock Holding History

Financial Perspectives’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 		$1.6K Hold
14
– – ﹤0.01% 661
2026
Q1 		$2.14K Hold
14
– – ﹤0.01% 635
2025
Q4 		$2.91K Hold
14
– – ﹤0.01% 623
2025
Q3 		$2.49K Hold
14
– – ﹤0.01% 623
2025
Q2 		$3.33K Hold
14
– – ﹤0.01% 600
2025
Q1 		$3.96K Hold
14
– – ﹤0.01% 584
2024
Q4 		$5.35K Buy
+14
New +$4.57K ﹤0.01% 564

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Perspectives's LULU Position: Q2 2026 in Review

Financial Perspectives held its lululemon athletica (LULU) position steady in Q2 2026 at 14 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Financial Perspectives first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35K in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Financial Perspectives held 14 shares of lululemon athletica worth $1.6K as of Q2 2026.
  • Financial Perspectives left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #661 holding.
  • Financial Perspectives first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's lululemon athletica position peaked at $5.35K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.