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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
Q2 		– Sell
-8,216
Closed -$1.26M – 106
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
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

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

Monte Financial Group sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 8,216 shares — an estimated $1.26M sold.

Monte Financial Group first reported a position in LULU in Q1 2024 and held it in 9 quarters. The position peaked at $1.83M in Q4 2024. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Monte Financial Group reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Monte Financial Group sold 8,216 lululemon athletica shares in Q2 2026, an estimated $1.26M.
  • Monte Financial Group first reported a position in lululemon athletica in Q1 2024 and held it in 9 quarters.
  • Monte Financial Group's lululemon athletica position peaked at $1.83M in Q4 2024.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.