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IFP Advisors’s lululemon athletica LULU Stock Holding History

IFP Advisors’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
2018
Q4 		– Sell
-1,100
Closed -$179K – 3728
2018
Q3 		$179K Buy
+1,100
New +$151K 0.01% 1136

Other funds holding LULU

EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IFP Advisors's LULU Position: Q2 2026 in Review

IFP Advisors reduced its lululemon athletica (LULU) stake by 4.4% in Q2 2026, selling an estimated $21.1K and leaving 3,405 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1157.

IFP Advisors first reported a position in LULU in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.62M in Q4 2020. 204 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • IFP Advisors held 3,405 shares of lululemon athletica worth $389K as of Q2 2026.
  • IFP Advisors sold 158 lululemon athletica shares in Q2 2026, an estimated $21.1K.
  • lululemon athletica made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1157 holding.
  • IFP Advisors first reported a position in lululemon athletica in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's lululemon athletica position peaked at $2.62M in Q4 2020.
  • 204 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.