Phoenix Financial’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1M Buy
8,788
+156
+2% +$20.8K 0.01% 260
2026
Q1
$1.32M Buy
8,632
+959
+12% +$172K 0.01% 204
2025
Q4
$1.59M Buy
+7,673
New +$1.39M 0.02% 197
2024
Q2
– Sell
-1,058
Closed -$412K – 406
2024
Q1
$412K Buy
+1,058
New +$489K 0.01% 286
2022
Q1
– Sell
-564
Closed -$221K – 432
2021
Q4
$221K Buy
+564
New +$241K ﹤0.01% 359

Other funds holding LULU

Phoenix Financial's LULU Position: Q2 2026 in Review

Phoenix Financial increased its lululemon athletica (LULU) stake by 1.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 8,788 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #260.

Phoenix Financial first reported a position in LULU in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Phoenix Financial held 8,788 shares of lululemon athletica worth $1M as of Q2 2026.
  • Phoenix Financial bought 156 lululemon athletica shares in Q2 2026, an estimated $20.8K.
  • lululemon athletica made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #260 holding.
  • Phoenix Financial first reported a position in lululemon athletica in Q4 2021 and has held it in 5 quarters since.
  • Phoenix Financial's lululemon athletica position peaked at $1.59M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.