New England Capital Financial Advisors’s lululemon athletica LULU Stock Holding History

New England Capital Financial Advisors’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	$3.65K	Buy	32 +2	+7%	+$267	﹤0.01%	340
2026 Q1	$4.59K	Buy	30 +20	+200%	+$3.58K	﹤0.01%	314
2025 Q4	$2.08K	Buy	10 +6	+150%	+$1.09K	﹤0.01%	347
2025 Q3	$712	Sell	4 -56	-93%	-$11.2K	﹤0.01%	376
2025 Q2	$14.3K	Buy	60 +25	+71%	+$6.89K	0.01%	213
2025 Q1	$9.91K	Buy	35 +25	+250%	+$9.17K	0.01%	233
2024 Q4	$3.83K	Buy	+10	New	+$3.27K	﹤0.01%	292

Other funds holding LULU

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

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

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New England Capital Financial Advisors's LULU Position: Q2 2026 in Review

New England Capital Financial Advisors increased its lululemon athletica (LULU) stake by 6.7% in Q2 2026, buying an estimated $267 and bringing the position to 32 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

New England Capital Financial Advisors first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.3K in Q2 2025. 577 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

New England Capital Financial Advisors held 32 shares of lululemon athletica worth $3.65K as of Q2 2026.
New England Capital Financial Advisors bought 2 lululemon athletica shares in Q2 2026, an estimated $267.
lululemon athletica made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #340 holding.
New England Capital Financial Advisors first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
New England Capital Financial Advisors's lululemon athletica position peaked at $14.3K in Q2 2025.
577 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.