NBC Securities’s lululemon athletica LULU Stock Holding History

NBC Securities’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	$2.28K	Sell	20 -5	-20%	-$668	﹤0.01%	2222
2026 Q1	$3.83K	Buy	25 +17	+213%	+$3.05K	﹤0.01%	2183
2025 Q4	$1.66K	Hold	8	–	–	﹤0.01%	2451
2025 Q3	$1.42K	Sell	8 -48	-86%	-$9.62K	﹤0.01%	2478
2025 Q2	$13K	Hold	56	–	–	﹤0.01%	1873
2025 Q1	$15K	Buy	+56	New	+$20.5K	﹤0.01%	1601
2024 Q4	–	Sell	-362	Closed	-$98K	–	1739
2024 Q3	$98K	Sell	362 -153	-30%	-$40.6K	0.01%	988
2024 Q2	$153K	Sell	515 -569	-52%	-$190K	0.01%	838
2024 Q1	$423K	Sell	1,084 -14	-1%	-$6.47K	0.04%	491
2023 Q4	$561K	Buy	1,098 +629	+134%	+$272K	0.06%	377
2023 Q3	$180K	Buy	+469	New	+$179K	0.02%	728

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 $3.37T AUM 44.26% 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

NBC Securities's LULU Position: Q2 2026 in Review

NBC Securities reduced its lululemon athletica (LULU) stake by 20% in Q2 2026, selling an estimated $668 and leaving 20 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

NBC Securities first reported a position in LULU in Q3 2023 and has held it in 11 quarters since. The position peaked at $561K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

NBC Securities held 20 shares of lululemon athletica worth $2.28K as of Q2 2026.
NBC Securities sold 5 lululemon athletica shares in Q2 2026, an estimated $668.
lululemon athletica made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2222 holding.
NBC Securities first reported a position in lululemon athletica in Q3 2023 and has held it in 11 quarters since.
NBC Securities's lululemon athletica position peaked at $561K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.