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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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.