MFG
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Merit Financial Group’s lululemon athletica LULU Stock Holding History

Merit Financial Group’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 		$497K Sell
4,354
-6,720
-61% -$898K ﹤0.01% 1495
2026
Q1 		$1.7M Buy
11,074
+9,523
+614% +$1.71M 0.01% 745
2025
Q4 		$322K Buy
1,551
+188
+14% +$34.1K ﹤0.01% 1523
2025
Q3 		$242K Sell
1,363
-1,176
-46% -$236K ﹤0.01% 1555
2025
Q2 		$603K Sell
2,539
-1,247
-33% -$344K 0.01% 1011
2025
Q1 		$1.07M Buy
3,786
+2,099
+124% +$770K 0.02% 635
2024
Q4 		$645K Buy
1,687
+897
+114% +$293K 0.01% 634
2024
Q3 		$214K Sell
790
-379
-32% -$101K ﹤0.01% 770
2024
Q2 		$349K Buy
1,169
+227
+24% +$75.9K 0.01% 676
2024
Q1 		$335K Sell
942
-616
-40% -$285K 0.01% 670
2023
Q4 		$797K Buy
1,558
+820
+111% +$354K 0.02% 371
2023
Q3 		$285K Buy
738
+53
+8% +$20.2K 0.01% 603
2023
Q2 		$259K Buy
685
+43
+7% +$15.9K 0.01% 632
2023
Q1 		$234K Sell
642
-303
-32% -$95K 0.01% 566
2022
Q4 		$303K Buy
945
+47
+5% +$15.5K 0.01% 538
2022
Q3 		$251K Sell
898
-32
-3% -$9.92K 0.01% 477
2022
Q2 		$254K Buy
+930
New +$298K 0.01% 476

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

Merit Financial Group's LULU Position: Q2 2026 in Review

Merit Financial Group reduced its lululemon athletica (LULU) stake by 61% in Q2 2026, selling an estimated $898K and leaving 4,354 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Merit Financial Group first reported a position in LULU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Merit Financial Group held 4,354 shares of lululemon athletica worth $497K as of Q2 2026.
  • Merit Financial Group sold 6,720 lululemon athletica shares in Q2 2026, an estimated $898K.
  • lululemon athletica made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1495 holding.
  • Merit Financial Group first reported a position in lululemon athletica in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's lululemon athletica position peaked at $1.7M in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.