Sanders Morris Harris’s lululemon athletica LULU Stock Holding History

Sanders Morris Harris’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	-3,008	Closed	-$461K	–	191
2026 Q1	$461K	Buy	+3,008	New	+$539K	0.07%	190
2025 Q4	–	Sell	-3,008	Closed	-$535K	–	184
2025 Q3	$535K	Buy	+3,008	New	+$603K	0.07%	167
2025 Q2	–	Sell	-3,008	Closed	-$841K	–	240
2025 Q1	$841K	Hold	3,008	–	–	0.13%	105
2024 Q4	$1.15M	Hold	3,008	–	–	0.17%	85
2024 Q3	$816K	Hold	3,008	–	–	0.14%	110
2024 Q2	$898K	Sell	3,008 -189	-6%	-$63.2K	0.15%	96
2024 Q1	$1.25M	Hold	3,197	–	–	0.23%	66
2023 Q4	$1.57M	Buy	3,197 +197	+7%	+$85.1K	0.77%	31
2023 Q3	$1.15M	Hold	3,000	–	–	0.24%	60
2023 Q2	$1.14M	Buy	+3,000	New	+$1.11M	0.25%	55
2023 Q1	–	Sell	-3,000	Closed	-$961K	–	208
2022 Q4	$961K	Hold	3,000	–	–	0.36%	52
2022 Q3	$879K	Hold	3,000	–	–	0.22%	73
2022 Q2	$790K	Hold	3,000	–	–	0.17%	90
2022 Q1	$1.1M	Hold	3,000	–	–	0.21%	78
2021 Q4	$1.16M	Hold	3,000	–	–	0.2%	82
2021 Q3	$1.21M	Hold	3,000	–	–	0.22%	77
2021 Q2	$1.11M	Sell	3,000 -150	-5%	-$49.4K	0.22%	88
2021 Q1	$964K	Hold	3,150	–	–	0.2%	90
2020 Q4	$1.11M	Hold	3,150	–	–	0.25%	74
2020 Q3	$1.12M	Buy	3,150 +1,425	+83%	+$476K	0.3%	70
2020 Q2	$532K	Buy	+1,725	New	+$441K	0.26%	50

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

Sanders Morris Harris's LULU Position: Q2 2026 in Review

Sanders Morris Harris sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 3,008 shares — an estimated $461K sold.

Sanders Morris Harris first reported a position in LULU in Q2 2020 and held it in 21 quarters. The position peaked at $1.57M in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Sanders Morris Harris reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,008 lululemon athletica shares in Q2 2026, an estimated $461K.
Sanders Morris Harris first reported a position in lululemon athletica in Q2 2020 and held it in 21 quarters.
Sanders Morris Harris's lululemon athletica position peaked at $1.57M in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.