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Independent Financial Group’s lululemon athletica LULU Stock Holding History

Independent Financial Group’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 		$403K Sell
3,527
-3,432
-49% -$458K 0.01% 1081
2026
Q1 		$1.07M Buy
6,959
+3,792
+120% +$680K 0.02% 609
2025
Q4 		$658K Buy
3,167
+314
+11% +$56.9K 0.01% 768
2025
Q3 		$508K Sell
2,853
-423
-13% -$84.8K 0.01% 849
2025
Q2 		$778K Buy
3,276
+3
+0.1% +$826 0.02% 622
2025
Q1 		$926K Sell
3,273
-412
-11% -$151K 0.03% 504
2024
Q4 		$1.41M Buy
3,685
+1,337
+57% +$437K 0.05% 386
2024
Q3 		$637K Buy
2,348
+919
+64% +$244K 0.02% 575
2024
Q2 		$427K Buy
1,429
+296
+26% +$99K 0.02% 665
2024
Q1 		$443K Sell
1,133
-4,417
-80% -$2.04M 0.02% 627
2023
Q4 		$2.84M Buy
5,550
+791
+17% +$342K 0.15% 145
2023
Q3 		$1.84M Buy
4,759
+1,394
+41% +$533K 0.12% 199
2023
Q2 		$1.27M Sell
3,365
-214
-6% -$79K 0.09% 257
2023
Q1 		$1.3M Sell
3,579
-301
-8% -$94.4K 0.1% 223
2022
Q4 		$1.24M Buy
3,880
+137
+4% +$45.1K 0.11% 198
2022
Q3 		$1.05M Buy
3,743
+58
+2% +$18K 0.09% 217
2022
Q2 		$1M Buy
3,685
+768
+26% +$246K 0.11% 224
2022
Q1 		$1.07M Sell
2,917
-3,810
-57% -$1.24M 0.09% 237
2021
Q4 		$2.63M Sell
6,727
-749
-10% -$320K 0.22% 101
2021
Q3 		$3.03M Buy
7,476
+1,386
+23% +$555K 0.31% 68
2021
Q2 		$2.22M Sell
6,090
-110
-2% -$36.2K 0.24% 100
2021
Q1 		$1.9M Sell
6,200
-565
-8% -$185K 0.25% 101
2020
Q4 		$2.35M Buy
6,765
+1,645
+32% +$571K 0.35% 64
2020
Q3 		$1.69M Buy
5,120
+2,088
+69% +$697K 0.32% 71
2020
Q2 		$946K Buy
3,032
+310
+11% +$79.3K 0.21% 122
2020
Q1 		$516K Buy
+2,722
New +$609K 0.15% 167

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

Independent Financial Group's LULU Position: Q2 2026 in Review

Independent Financial Group reduced its lululemon athletica (LULU) stake by 49% in Q2 2026, selling an estimated $458K and leaving 3,527 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1081.

Independent Financial Group first reported a position in LULU in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.03M in Q3 2021. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Independent Financial Group held 3,527 shares of lululemon athletica worth $403K as of Q2 2026.
  • Independent Financial Group sold 3,432 lululemon athletica shares in Q2 2026, an estimated $458K.
  • lululemon athletica made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1081 holding.
  • Independent Financial Group first reported a position in lululemon athletica in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's lululemon athletica position peaked at $3.03M in Q3 2021.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.