SWA
LULU icon

SFMG Wealth Advisors’s lululemon athletica LULU Stock Holding History

SFMG Wealth 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 		$1.87M Buy
16,379
+329
+2% +$43.9K 0.11% 83
2026
Q1 		$2.46M Buy
16,050
+618
+4% +$111K 0.17% 65
2025
Q4 		$3.21M Buy
15,432
+1,138
+8% +$206K 0.22% 52
2025
Q3 		$2.54M Buy
14,294
+2,417
+20% +$484K 0.18% 60
2025
Q2 		$2.82M Buy
11,877
+479
+4% +$132K 0.21% 58
2025
Q1 		$3.23M Buy
11,398
+410
+4% +$150K 0.25% 51
2024
Q4 		$4.2M Sell
10,988
-10
-0.1% -$3.27K 0.33% 43
2024
Q3 		$2.98M Buy
+10,998
New +$2.92M 0.24% 50
2024
Q2 		– Sell
-517
Closed -$202K – 280
2024
Q1 		$202K Buy
517
+1
+0.2% +$462 0.02% 251
2023
Q4 		$264K Buy
+516
New +$223K 0.02% 203
2023
Q2 		– Sell
-565
Closed -$206K – 265
2023
Q1 		$206K Buy
+565
New +$177K 0.02% 230
2022
Q2 		– Sell
-560
Closed -$205K – 295
2022
Q1 		$205K Sell
560
-9
-2% -$2.93K 0.02% 273
2021
Q4 		$223K Sell
569
-2
-0.4% -$855 0.02% 253
2021
Q3 		$231K Buy
+571
New +$229K 0.03% 221

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

SFMG Wealth Advisors's LULU Position: Q2 2026 in Review

SFMG Wealth Advisors increased its lululemon athletica (LULU) stake by 2% in Q2 2026, buying an estimated $43.9K and bringing the position to 16,379 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #83.

SFMG Wealth Advisors first reported a position in LULU in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.2M in Q4 2024. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • SFMG Wealth Advisors held 16,379 shares of lululemon athletica worth $1.87M as of Q2 2026.
  • SFMG Wealth Advisors bought 329 lululemon athletica shares in Q2 2026, an estimated $43.9K.
  • lululemon athletica made up 0.11% of SFMG Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • SFMG Wealth Advisors first reported a position in lululemon athletica in Q3 2021 and has held it in 14 quarters since.
  • SFMG Wealth Advisors's lululemon athletica position peaked at $4.2M in Q4 2024.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.