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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 		$148K Buy
+1,300
New +$174K ﹤0.01% 1504
2026
Q1 		– Sell
-1,300
Closed -$270K – 2013
2025
Q4 		$270K Buy
+1,300
New +$236K ﹤0.01% 1528
2023
Q2 		– Sell
-40,000
Closed -$14.6M – 1881
2023
Q1 		$14.6M Buy
+40,000
New +$12.5M 0.12% 148

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

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.