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JFS Wealth Advisors’s lululemon athletica LULU Stock Holding History

JFS Wealth Advisors’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 		– Sell
-19
Closed -$2.91K – 2281
2026
Q1 		$2.91K Sell
19
-3
-14% -$538 ﹤0.01% 1399
2025
Q4 		$4.57K Sell
22
-3
-12% -$543 ﹤0.01% 1274
2025
Q3 		$4.45K Sell
25
-12
-32% -$2.4K ﹤0.01% 1162
2025
Q2 		$8.79K Sell
37
-31
-46% -$8.54K ﹤0.01% 903
2025
Q1 		$19.2K Buy
68
+34
+100% +$12.5K ﹤0.01% 670
2024
Q4 		$13K Sell
34
-82
-71% -$26.8K ﹤0.01% 778
2024
Q3 		$31.5K Buy
116
+65
+127% +$17.3K ﹤0.01% 541
2024
Q2 		$15.2K Sell
51
-7
-12% -$2.34K ﹤0.01% 666
2024
Q1 		$22.7K Hold
58
– – ﹤0.01% 601
2023
Q4 		$29.7K Buy
58
+1
+2% +$432 ﹤0.01% 501
2023
Q3 		$22K Buy
57
+5
+10% +$1.91K ﹤0.01% 525
2023
Q2 		$19.7K Buy
52
+9
+21% +$3.32K ﹤0.01% 553
2023
Q1 		$15.7K Sell
43
-17
-28% -$5.33K ﹤0.01% 586
2022
Q4 		$19.2K Sell
60
-10
-14% -$3.29K ﹤0.01% 546
2022
Q3 		$20K Buy
70
+22
+46% +$6.82K ﹤0.01% 572
2022
Q2 		$13K Sell
48
-7
-13% -$2.24K ﹤0.01% 699
2022
Q1 		$20K Buy
55
+37
+206% +$12K ﹤0.01% 608
2021
Q4 		$7K Buy
18
+8
+80% +$3.42K ﹤0.01% 741
2021
Q3 		$4K Buy
+10
New +$4K ﹤0.01% 733

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

JFS Wealth Advisors's LULU Position: Q2 2026 in Review

JFS Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 19 shares — an estimated $2.91K sold.

JFS Wealth Advisors first reported a position in LULU in Q3 2021 and held it in 19 quarters. The position peaked at $31.5K in Q3 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • JFS Wealth Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 19 lululemon athletica shares in Q2 2026, an estimated $2.91K.
  • JFS Wealth Advisors first reported a position in lululemon athletica in Q3 2021 and held it in 19 quarters.
  • JFS Wealth Advisors's lululemon athletica position peaked at $31.5K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.