KFP
LULU icon

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
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

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

KMG Fiduciary Partners's LULU Position: Q2 2026 in Review

KMG Fiduciary Partners opened a new position in lululemon athletica (LULU) in Q2 2026: 11,828 shares worth $1.35M. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: KMG Fiduciary Partners previously reported a position in LULU as recently as Q4 2024.

KMG Fiduciary Partners first reported a position in LULU in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.19M in Q4 2023. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • KMG Fiduciary Partners held 11,828 shares of lululemon athletica worth $1.35M as of Q2 2026.
  • lululemon athletica was a new KMG Fiduciary Partners position in Q2 2026.
  • lululemon athletica made up 0.13% of KMG Fiduciary Partners's portfolio in Q2 2026, its #110 holding.
  • KMG Fiduciary Partners first reported a position in lululemon athletica in Q4 2019 and has held it in 13 quarters since.
  • KMG Fiduciary Partners's lululemon athletica position peaked at $4.19M in Q4 2023.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.