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 Q2	$270K	Buy	+2,361	New	+$315K	﹤0.01%	1411
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 $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

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

Jefferies Financial Group opened a new position in lululemon athletica (LULU) in Q2 2026: 2,361 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in LULU as recently as Q4 2025.

Jefferies Financial Group first reported a position in LULU in Q3 2017 and has held it in 8 quarters since. The position peaked at $8.37M in Q4 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Jefferies Financial Group held 2,361 shares of lululemon athletica worth $270K as of Q2 2026.
lululemon athletica was a new Jefferies Financial Group position in Q2 2026.
lululemon athletica made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1411 holding.
Jefferies Financial Group first reported a position in lululemon athletica in Q3 2017 and has held it in 8 quarters since.
Jefferies Financial Group's lululemon athletica position peaked at $8.37M in Q4 2023.
847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.