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Kerr Financial Planning’s lululemon athletica LULU Stock Holding History

Kerr Financial Planning’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 		$56.1K Sell
491
-850
-63% -$114K 0.06% 173
2026
Q1 		$194K Sell
1,341
-100
-7% -$17.9K 0.14% 80
2025
Q4 		$247K Hold
1,441
– – 0.33% 67
2025
Q3 		$240K Buy
+1,441
New +$289K 0.34% 65

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

Kerr Financial Planning's LULU Position: Q2 2026 in Review

Kerr Financial Planning reduced its lululemon athletica (LULU) stake by 63% in Q2 2026, selling an estimated $114K and leaving 491 shares worth $56.1K. The position accounts for 0.06% of the portfolio, ranked #173.

Kerr Financial Planning first reported a position in LULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 841 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Kerr Financial Planning held 491 shares of lululemon athletica worth $56.1K as of Q2 2026.
  • Kerr Financial Planning sold 850 lululemon athletica shares in Q2 2026, an estimated $114K.
  • lululemon athletica made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #173 holding.
  • Kerr Financial Planning first reported a position in lululemon athletica in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's lululemon athletica position peaked at $247K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.