Stifel Financial
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Stifel Financial’s lululemon athletica LULU Stock Holding History

Stifel Financial’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
2014
Q3 		– Sell
-2,000
Closed -$77K – 2283
2014
Q2 		$77K Buy
+2,000
New +$91.2K ﹤0.01% 2124

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's LULU Position: Q1 2026 in Review

Stifel Financial reduced its lululemon athletica (LULU) stake by 15% in Q1 2026, selling an estimated $1.1M and leaving 35,856 shares worth $5.49M. The position accounts for 0.01% of the portfolio, ranked #1289.

Stifel Financial first reported a position in LULU in Q1 2014 and has held it in 49 quarters since. The position peaked at $43.6M in Q4 2023. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Stifel Financial held 35,856 shares of lululemon athletica worth $5.49M as of Q1 2026.
  • Stifel Financial sold 6,161 lululemon athletica shares in Q1 2026, an estimated $1.1M.
  • lululemon athletica made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1289 holding.
  • Stifel Financial first reported a position in lululemon athletica in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's lululemon athletica position peaked at $43.6M in Q4 2023.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.