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Mattson Financial Services’s lululemon athletica LULU Stock Holding History

Mattson Financial Services’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 		$303K Buy
2,552
+582
+30% +$77.7K 0.06% 199
2026
Q1 		$302K Buy
1,970
+263
+15% +$47.1K 0.07% 177
2025
Q4 		$355K Buy
+1,707
New +$309K 0.08% 157
2025
Q2 		– Sell
-482
Closed -$136K – 274
2025
Q1 		$136K Buy
482
+83
+21% +$30.4K 0.04% 155
2024
Q4 		$108K Sell
399
-764
-66% -$249K 0.03% 152
2024
Q3 		$347K Sell
1,163
-15
-1% -$3.98K 0.12% 140
2024
Q2 		$352K Buy
+1,178
New +$394K 0.13% 140

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

Mattson Financial Services's LULU Position: Q2 2026 in Review

Mattson Financial Services increased its lululemon athletica (LULU) stake by 30% in Q2 2026, buying an estimated $77.7K and bringing the position to 2,552 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #199.

Mattson Financial Services first reported a position in LULU in Q2 2024 and has held it in 7 quarters since. The position peaked at $355K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Mattson Financial Services held 2,552 shares of lululemon athletica worth $303K as of Q2 2026.
  • Mattson Financial Services bought 582 lululemon athletica shares in Q2 2026, an estimated $77.7K.
  • lululemon athletica made up 0.06% of Mattson Financial Services's portfolio in Q2 2026, its #199 holding.
  • Mattson Financial Services first reported a position in lululemon athletica in Q2 2024 and has held it in 7 quarters since.
  • Mattson Financial Services's lululemon athletica position peaked at $355K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.