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Monetta Financial Services’s lululemon athletica LULU Stock Holding History

Monetta 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
Q1 		– Sell
-5,000
Closed -$1.04M – 68
2025
Q4 		$1.04M Buy
+5,000
New +$906K 0.74% 48
2025
Q2 		– Sell
-3,000
Closed -$849K – 57
2025
Q1 		$849K Hold
3,000
– – 0.75% 37
2024
Q4 		$1.15M Hold
3,000
– – 0.92% 26
2024
Q3 		$814K Buy
+3,000
New +$796K 0.69% 51
2019
Q3 		– Sell
-6,000
Closed -$1.08M – 41
2019
Q2 		$1.08M Buy
+6,000
New +$1.04M 0.74% 30

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monetta Financial Services's LULU Position: Q1 2026 in Review

Monetta Financial Services sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 5,000 shares — an estimated $1.04M sold.

Monetta Financial Services first reported a position in LULU in Q2 2019 and held it in 5 quarters. The position peaked at $1.15M in Q4 2024. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Monetta Financial Services reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Monetta Financial Services sold 5,000 lululemon athletica shares in Q1 2026, an estimated $1.04M.
  • Monetta Financial Services first reported a position in lululemon athletica in Q2 2019 and held it in 5 quarters.
  • Monetta Financial Services's lululemon athletica position peaked at $1.15M in Q4 2024.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.