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 $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

Stifel Financial's LULU Position: Q2 2026 in Review

Stifel Financial reduced its lululemon athletica (LULU) stake by 8.3% in Q2 2026, selling an estimated $396K and leaving 32,895 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Stifel Financial first reported a position in LULU in Q1 2014 and has held it in 50 quarters since. The position peaked at $43.6M in Q4 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Stifel Financial held 32,895 shares of lululemon athletica worth $3.76M as of Q2 2026.
  • Stifel Financial sold 2,961 lululemon athletica shares in Q2 2026, an estimated $396K.
  • lululemon athletica made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1595 holding.
  • Stifel Financial first reported a position in lululemon athletica in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's lululemon athletica position peaked at $43.6M in Q4 2023.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.