Jones Financial Companies
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Jones Financial Companies’s lululemon athletica LULU Stock Holding History

Jones Financial Companies’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 		$12.7M Sell
107,781
-3,486
-3% -$466K 0.01% 834
2026
Q1 		$16.2M Buy
111,267
+63,402
+132% +$11.4M 0.01% 660
2025
Q4 		$9.95M Buy
47,865
+36,556
+323% +$6.62M 0.01% 457
2025
Q3 		$1.99M Buy
11,309
+5,751
+103% +$1.15M ﹤0.01% 853
2025
Q2 		$1.31M Buy
5,558
+313
+6% +$86.2K ﹤0.01% 908
2025
Q1 		$1.54M Buy
5,245
+872
+20% +$320K ﹤0.01% 731
2024
Q4 		$1.67M Buy
4,373
+1,689
+63% +$551K ﹤0.01% 607
2024
Q3 		$752K Buy
2,684
+1,212
+82% +$322K ﹤0.01% 688
2024
Q2 		$440K Buy
1,472
+1,360
+1,214% +$455K ﹤0.01% 595
2024
Q1 		$43.8K Buy
112
+101
+918% +$46.7K ﹤0.01% 756
2023
Q4 		$5.62K Buy
+11
New +$4.75K ﹤0.01% 750
2023
Q1 		– Sell
-10
Closed -$3K – 689
2022
Q4 		$3K Buy
+10
New +$3.29K ﹤0.01% 582
2022
Q3 		– Sell
-10
Closed -$3K – 652
2022
Q2 		$3K Sell
10
-14
-58% -$4.49K ﹤0.01% 575
2022
Q1 		$9K Sell
24
-18
-43% -$5.86K ﹤0.01% 520
2021
Q4 		$16K Buy
42
+25
+147% +$10.7K ﹤0.01% 496
2021
Q3 		$7K Hold
17
– – ﹤0.01% 546
2021
Q2 		$6K Buy
17
+7
+70% +$2.31K ﹤0.01% 545
2021
Q1 		$3K Sell
10
-84
-89% -$27.6K ﹤0.01% 708
2020
Q4 		$33K Buy
+94
New +$32.6K ﹤0.01% 319
2013
Q4 		– Sell
-103
Closed -$8K – 408
2013
Q3 		$8K Buy
+103
New +$7.18K ﹤0.01% 533

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

Jones Financial Companies's LULU Position: Q2 2026 in Review

Jones Financial Companies reduced its lululemon athletica (LULU) stake by 3.1% in Q2 2026, selling an estimated $466K and leaving 107,781 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #834.

Jones Financial Companies first reported a position in LULU in Q3 2013 and has held it in 20 quarters since. The position peaked at $16.2M in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Jones Financial Companies held 107,781 shares of lululemon athletica worth $12.7M as of Q2 2026.
  • Jones Financial Companies sold 3,486 lululemon athletica shares in Q2 2026, an estimated $466K.
  • lululemon athletica made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #834 holding.
  • Jones Financial Companies first reported a position in lululemon athletica in Q3 2013 and has held it in 20 quarters since.
  • Jones Financial Companies's lululemon athletica position peaked at $16.2M in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.