Monte Financial Group’s lululemon athletica LULU Stock Holding History

Monte 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 Q1	$1.26M	Buy	8,216 +642	+8%	+$115K	0.45%	64
2025 Q4	$1.57M	Sell	7,574 -308	-4%	-$55.8K	0.59%	53
2025 Q3	$1.4M	Buy	7,882 +1,964	+33%	+$394K	0.52%	58
2025 Q2	$1.41M	Buy	5,918 +715	+14%	+$197K	0.55%	54
2025 Q1	$1.31M	Buy	5,203 +409	+9%	+$150K	0.57%	48
2024 Q4	$1.83M	Sell	4,794 -124	-3%	-$40.5K	0.78%	37
2024 Q3	$1.33M	Buy	4,918 +2,331	+90%	+$619K	0.55%	48
2024 Q2	$773K	Buy	2,587 +1,495	+137%	+$500K	0.34%	64
2024 Q1	$427K	Buy	+1,092	New	+$505K	0.19%	72

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monte Financial Group's LULU Position: Q1 2026 in Review

Monte Financial Group increased its lululemon athletica (LULU) stake by 8.5% in Q1 2026, buying an estimated $115K and bringing the position to 8,216 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #64.

Monte Financial Group first reported a position in LULU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Monte Financial Group held 8,216 shares of lululemon athletica worth $1.26M as of Q1 2026.
Monte Financial Group bought 642 lululemon athletica shares in Q1 2026, an estimated $115K.
lululemon athletica made up 0.45% of Monte Financial Group's portfolio in Q1 2026, its #64 holding.
Monte Financial Group first reported a position in lululemon athletica in Q1 2024 and has held it in 9 quarters since.
Monte Financial Group's lululemon athletica position peaked at $1.83M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.