LFA
LULU icon

Legacy Financial Advisors’s lululemon athletica LULU Stock Holding History

Legacy Financial 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 		$482K Sell
4,224
-626
-13% -$83.6K 0.06% 250
2026
Q1 		$742K Buy
4,850
+786
+19% +$141K 0.1% 169
2025
Q4 		$844K Buy
4,064
+2,010
+98% +$364K 0.12% 146
2025
Q3 		$365K Buy
+2,054
New +$412K 0.05% 283
2019
Q2 		– Sell
-180
Closed -$29K – 570
2019
Q1 		$29K Buy
180
+174
+2,900% +$25.4K 0.01% 380
2018
Q4 		$1K Hold
6
– – ﹤0.01% 913
2018
Q3 		$0 Buy
+6
New +$823 ﹤0.01% 922

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

Legacy Financial Advisors's LULU Position: Q2 2026 in Review

Legacy Financial Advisors reduced its lululemon athletica (LULU) stake by 13% in Q2 2026, selling an estimated $83.6K and leaving 4,224 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #250.

Legacy Financial Advisors first reported a position in LULU in Q3 2018 and has held it in 7 quarters since. The position peaked at $844K in Q4 2025. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Legacy Financial Advisors held 4,224 shares of lululemon athletica worth $482K as of Q2 2026.
  • Legacy Financial Advisors sold 626 lululemon athletica shares in Q2 2026, an estimated $83.6K.
  • lululemon athletica made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #250 holding.
  • Legacy Financial Advisors first reported a position in lululemon athletica in Q3 2018 and has held it in 7 quarters since.
  • Legacy Financial Advisors's lululemon athletica position peaked at $844K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.