Money Concepts Capital’s lululemon athletica LULU Stock Holding History

Money Concepts Capital’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	$1.26M	Buy	+11,066	New	+$1.48M	0.06%	269
2024 Q1	–	Sell	-476	Closed	-$243K	–	398
2023 Q4	$243K	Buy	+476	New	+$206K	0.02%	351
2023 Q2	–	Sell	-8,310	Closed	-$3.02M	–	431
2023 Q1	$3.02M	Buy	8,310 +4,790	+136%	+$1.5M	0.17%	115
2022 Q4	$1.13M	Sell	3,520 -1,611	-31%	-$530K	0.05%	274
2022 Q3	$1.43M	Buy	5,131 +3,086	+151%	+$957K	0.08%	195
2022 Q2	$539K	Sell	2,045 -46	-2%	-$14.7K	0.05%	266
2022 Q1	$764K	Buy	2,091 +393	+23%	+$128K	0.04%	342
2021 Q4	$665K	Buy	+1,698	New	+$726K	0.06%	269
2021 Q1	$728K	Buy	2,375 +691	+41%	+$227K	0.06%	257
2020 Q4	$586K	Buy	+1,684	New	+$585K	0.05%	260

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Concepts Capital's LULU Position: Q2 2026 in Review

Money Concepts Capital opened a new position in lululemon athletica (LULU) in Q2 2026: 11,066 shares worth $1.26M. The stake represents 0.06% of the portfolio and ranks #269 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in LULU as recently as Q4 2023.

Money Concepts Capital first reported a position in LULU in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.02M in Q1 2023. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Money Concepts Capital held 11,066 shares of lululemon athletica worth $1.26M as of Q2 2026.
lululemon athletica was a new Money Concepts Capital position in Q2 2026.
lululemon athletica made up 0.06% of Money Concepts Capital's portfolio in Q2 2026, its #269 holding.
Money Concepts Capital first reported a position in lululemon athletica in Q4 2020 and has held it in 10 quarters since.
Money Concepts Capital's lululemon athletica position peaked at $3.02M in Q1 2023.
850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.