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Stonehage Fleming Financial Services’s lululemon athletica LULU Stock Holding History

Stonehage Fleming Financial Services’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 		$388K Sell
3,398
-4,550
-57% -$608K 0.01% 129
2026
Q1 		$1.22M Buy
+7,948
New +$1.42M 0.04% 69
2015
Q3 		– Sell
-1,424
Closed -$93K – 142
2015
Q2 		$93K Buy
1,424
+712
+100% +$46.3K 0.01% 115
2015
Q1 		$46K Hold
712
– – 0.01% 134
2014
Q4 		$40K Buy
+712
New +$32.5K ﹤0.01% 144

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

Stonehage Fleming Financial Services's LULU Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its lululemon athletica (LULU) stake by 57% in Q2 2026, selling an estimated $608K and leaving 3,398 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #129.

Stonehage Fleming Financial Services first reported a position in LULU in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 845 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Stonehage Fleming Financial Services held 3,398 shares of lululemon athletica worth $388K as of Q2 2026.
  • Stonehage Fleming Financial Services sold 4,550 lululemon athletica shares in Q2 2026, an estimated $608K.
  • lululemon athletica made up 0.01% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #129 holding.
  • Stonehage Fleming Financial Services first reported a position in lululemon athletica in Q4 2014 and has held it in 5 quarters since.
  • Stonehage Fleming Financial Services's lululemon athletica position peaked at $1.22M in Q1 2026.
  • 845 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.