Salem Investment Counselors’s lululemon athletica LULU Stock Holding History

Salem Investment Counselors’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	$571	Hold	5	–	–	﹤0.01%	1175
2026 Q1	$766	Buy	+5	New	+$896	﹤0.01%	1145
2025 Q4	–	Sell	-5	Closed	-$890	–	828
2025 Q3	$890	Hold	5	–	–	﹤0.01%	1128
2025 Q2	$1.19K	Hold	5	–	–	﹤0.01%	1085
2025 Q1	$1.42K	Hold	5	–	–	﹤0.01%	1080
2024 Q4	$1.91K	Sell	5 -2	-29%	-$653	﹤0.01%	1028
2024 Q3	$1.9K	Buy	7 +2	+40%	+$531	﹤0.01%	1039
2024 Q2	$1.49K	Sell	5 -40	-89%	-$13.4K	﹤0.01%	1047
2024 Q1	$17.6K	Hold	45	–	–	﹤0.01%	738
2023 Q4	$23K	Hold	45	–	–	﹤0.01%	677
2023 Q3	$17.4K	Hold	45	–	–	﹤0.01%	691
2023 Q2	$17K	Hold	45	–	–	﹤0.01%	724
2023 Q1	$16.4K	Hold	45	–	–	﹤0.01%	729
2022 Q4	$14.4K	Hold	45	–	–	﹤0.01%	717
2022 Q3	$13K	Sell	45 -2	-4%	-$620	﹤0.01%	706
2022 Q2	$13K	Hold	47	–	–	﹤0.01%	745
2022 Q1	$17K	Sell	47 -50	-52%	-$16.3K	﹤0.01%	668
2021 Q4	$38K	Hold	97	–	–	﹤0.01%	603
2021 Q3	$39K	Buy	97 +50	+106%	+$20K	﹤0.01%	533
2021 Q2	$17K	Hold	47	–	–	﹤0.01%	647
2021 Q1	$14K	Buy	47 +13	+38%	+$4.27K	﹤0.01%	644
2020 Q4	$12K	Buy	+34	New	+$11.8K	﹤0.01%	630

Other funds holding LULU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Salem Investment Counselors's LULU Position: Q2 2026 in Review

Salem Investment Counselors held its lululemon athletica (LULU) position steady in Q2 2026 at 5 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Salem Investment Counselors first reported a position in LULU in Q4 2020 and has held it in 22 quarters since. The position peaked at $39K in Q3 2021. 326 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Salem Investment Counselors held 5 shares of lululemon athletica worth $571 as of Q2 2026.
Salem Investment Counselors left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1175 holding.
Salem Investment Counselors first reported a position in lululemon athletica in Q4 2020 and has held it in 22 quarters since.
Salem Investment Counselors's lululemon athletica position peaked at $39K in Q3 2021.
326 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.