Jefferies Financial Group’s lululemon athletica LULU Stock Holding History

Jefferies 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 Q1	–	Sell	-386	Closed	-$80.2K	–	2014
2025 Q4	$80.2K	Buy	+386	New	+$69.9K	﹤0.01%	1726
2024 Q3	–	Sell	-4,982	Closed	-$1.49M	–	1627
2024 Q2	$1.49M	Sell	4,982 -9,848	-66%	-$3.29M	0.02%	623
2024 Q1	$5.79M	Sell	14,830 -1,541	-9%	-$712K	0.05%	280
2023 Q4	$8.37M	Buy	+16,371	New	+$7.07M	0.05%	265
2023 Q2	–	Sell	-5,989	Closed	-$2.18M	–	1882
2023 Q1	$2.18M	Buy	+5,989	New	+$1.88M	0.02%	634
2018 Q1	–	Sell	-35,000	Closed	-$2.75M	–	103
2017 Q4	$2.75M	Sell	35,000 -20,797	-37%	-$1.39M	0.21%	28
2017 Q3	$3.47M	Buy	+55,797	New	+$3.36M	0.29%	22

Other funds holding LULU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's LULU Position: Q1 2026 in Review

Jefferies Financial Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 386 shares — an estimated $80.2K sold.

Jefferies Financial Group first reported a position in LULU in Q3 2017 and held it in 7 quarters. The position peaked at $8.37M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Jefferies Financial Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 386 lululemon athletica shares in Q1 2026, an estimated $80.2K.
Jefferies Financial Group first reported a position in lululemon athletica in Q3 2017 and held it in 7 quarters.
Jefferies Financial Group's lululemon athletica position peaked at $8.37M in Q4 2023.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.