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Summit Securities Group’s lululemon athletica LULU Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-1,500
Closed -$312K – 1241
2025
Q4 		$312K Sell
1,500
-500
-25% -$90.6K 0.04% 256
2025
Q3 		$356K Buy
+2,000
New +$401K 0.07% 196

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

Summit Securities Group's LULU Position: Q1 2026 in Review

Summit Securities Group reduced its lululemon athletica (LULU) stake by 89% in Q1 2026, selling an estimated $25.5K and leaving 18 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Summit Securities Group first reported a position in LULU in Q2 2014 and has held it in 16 quarters since. The position peaked at $935K in Q3 2016. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Summit Securities Group held 18 shares of lululemon athletica worth $2.76K as of Q1 2026.
  • Summit Securities Group sold 142 lululemon athletica shares in Q1 2026, an estimated $25.5K.
  • lululemon athletica made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #901 holding.
  • Summit Securities Group first reported a position in lululemon athletica in Q2 2014 and has held it in 16 quarters since.
  • Summit Securities Group's lululemon athletica position peaked at $935K in Q3 2016.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.