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Saxon Interests’s lululemon athletica LULU Stock Holding History

Saxon Interests’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 		$640K Buy
5,606
+555
+11% +$74.1K 0.18% 131
2026
Q1 		$773K Buy
5,051
+1,391
+38% +$249K 0.27% 96
2025
Q4 		$761K Buy
3,660
+2,376
+185% +$430K 0.27% 84
2025
Q3 		$260K Buy
+1,284
New +$257K 0.1% 177
2023
Q4 		– Sell
-5,302
Closed -$2.04M – 200
2023
Q3 		$2.04M Buy
+5,302
New +$2.03M 1.38% 34

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Saxon Interests's LULU Position: Q2 2026 in Review

Saxon Interests increased its lululemon athletica (LULU) stake by 11% in Q2 2026, buying an estimated $74.1K and bringing the position to 5,606 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #131.

Saxon Interests first reported a position in LULU in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Saxon Interests held 5,606 shares of lululemon athletica worth $640K as of Q2 2026.
  • Saxon Interests bought 555 lululemon athletica shares in Q2 2026, an estimated $74.1K.
  • lululemon athletica made up 0.18% of Saxon Interests's portfolio in Q2 2026, its #131 holding.
  • Saxon Interests first reported a position in lululemon athletica in Q3 2023 and has held it in 5 quarters since.
  • Saxon Interests's lululemon athletica position peaked at $2.04M in Q3 2023.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.