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Summit Financial’s lululemon athletica LULU Stock Holding History

Summit 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
2026
Q2 		– Sell
-2,193
Closed -$336K – 1609
2026
Q1 		$336K Buy
2,193
+354
+19% +$63.5K ﹤0.01% 1139
2025
Q4 		$382K Buy
1,839
+101
+6% +$18.3K 0.01% 978
2025
Q3 		$309K Buy
+1,738
New +$348K ﹤0.01% 1052

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

Summit Financial's LULU Position: Q2 2026 in Review

Summit Financial sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,193 shares — an estimated $336K sold.

Summit Financial first reported a position in LULU in Q3 2025 and held it in 3 quarters. The position peaked at $382K in Q4 2025. 848 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Summit Financial reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 2,193 lululemon athletica shares in Q2 2026, an estimated $336K.
  • Summit Financial first reported a position in lululemon athletica in Q3 2025 and held it in 3 quarters.
  • Summit Financial's lululemon athletica position peaked at $382K in Q4 2025.
  • 848 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

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