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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 $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 $3.38T AUM 44.17% 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 Securities Group's LULU Position: Q2 2026 in Review

Summit Securities Group increased its lululemon athletica (LULU) stake by 33% in Q2 2026, buying an estimated $802 and bringing the position to 24 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Summit Securities Group first reported a position in LULU in Q2 2014 and has held it in 17 quarters since. The position peaked at $935K in Q3 2016. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Summit Securities Group held 24 shares of lululemon athletica worth $2.74K as of Q2 2026.
  • Summit Securities Group bought 6 lululemon athletica shares in Q2 2026, an estimated $802.
  • lululemon athletica made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1065 holding.
  • Summit Securities Group first reported a position in lululemon athletica in Q2 2014 and has held it in 17 quarters since.
  • Summit Securities Group's lululemon athletica position peaked at $935K in Q3 2016.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.