KMG Fiduciary Partners’s lululemon athletica LULU Stock Holding History

KMG Fiduciary Partners’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 Q3	$1.68M	Buy	17,470 +5,642	+48%	+$641K	0.16%	92
2026 Q2	$1.35M	Buy	+11,828	New	+$1.58M	0.13%	110
2025 Q1	–	Sell	-770	Closed	-$294K	–	288
2024 Q4	$294K	Sell	770 -6,664	-90%	-$2.18M	0.02%	243
2024 Q3	$2.02M	Buy	7,434 +741	+11%	+$197K	0.17%	120
2024 Q2	$2M	Buy	6,693 +319	+5%	+$107K	0.2%	100
2024 Q1	$2.49M	Sell	6,374 -1,816	-22%	-$839K	0.26%	88
2023 Q4	$4.19M	Buy	8,190 +322	+4%	+$139K	0.49%	55
2023 Q3	$3.03M	Buy	7,868 +398	+5%	+$152K	0.4%	66
2023 Q2	$2.83M	Buy	7,470 +454	+6%	+$168K	0.37%	70
2023 Q1	$2.56M	Buy	7,016 +6,055	+630%	+$1.9M	0.37%	75
2022 Q4	$308K	Buy	961 +2	+0.2%	+$658	0.05%	200
2022 Q3	$268K	Buy	959 +14	+1%	+$4.34K	0.05%	172
2022 Q2	$258K	Buy	+945	New	+$303K	0.05%	182
2020 Q1	–	Sell	-4,009	Closed	-$929K	–	141
2019 Q4	$929K	Buy	+4,009	New	+$854K	0.28%	63

Other funds holding LULU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

KMG Fiduciary Partners's LULU Position: Q3 2026 in Review

KMG Fiduciary Partners increased its lululemon athletica (LULU) stake by 48% in Q3 2026, buying an estimated $641K and bringing the position to 17,470 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #92.

KMG Fiduciary Partners first reported a position in LULU in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.19M in Q4 2023. 76 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

KMG Fiduciary Partners held 17,470 shares of lululemon athletica worth $1.68M as of Q3 2026.
KMG Fiduciary Partners bought 5,642 lululemon athletica shares in Q3 2026, an estimated $641K.
lululemon athletica made up 0.16% of KMG Fiduciary Partners's portfolio in Q3 2026, its #92 holding.
KMG Fiduciary Partners first reported a position in lululemon athletica in Q4 2019 and has held it in 14 quarters since.
KMG Fiduciary Partners's lululemon athletica position peaked at $4.19M in Q4 2023.
76 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.