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Summit Trail Advisors’s lululemon athletica LULU Stock Holding History

Summit Trail Advisors’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 		$756K Buy
6,619
+235
+4% +$31.4K 0.01% 1086
2026
Q1 		$977K Sell
6,384
-41
-0.6% -$7.35K 0.01% 933
2025
Q4 		$1.34M Buy
6,425
+2,117
+49% +$384K 0.02% 654
2025
Q3 		$767K Buy
4,308
+2,124
+97% +$426K 0.01% 951
2025
Q2 		$519K Buy
+2,184
New +$602K 0.01% 724
2024
Q2 		– Sell
-519
Closed -$203K – 640
2024
Q1 		$203K Buy
+519
New +$240K 0.01% 560
2023
Q4 		– Sell
-591
Closed -$228K – 583
2023
Q3 		$228K Buy
+591
New +$226K 0.01% 467
2022
Q1 		– Sell
-2,624
Closed -$1.03M – 353
2021
Q4 		$1.03M Buy
+2,624
New +$1.12M 0.07% 128
2018
Q1 		– Sell
-89
Closed -$7K – 1146
2017
Q4 		$7K Buy
+89
New +$5.93K ﹤0.01% 1325

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 Trail Advisors's LULU Position: Q2 2026 in Review

Summit Trail Advisors increased its lululemon athletica (LULU) stake by 3.7% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,619 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1086.

Summit Trail Advisors first reported a position in LULU in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Summit Trail Advisors held 6,619 shares of lululemon athletica worth $756K as of Q2 2026.
  • Summit Trail Advisors bought 235 lululemon athletica shares in Q2 2026, an estimated $31.4K.
  • lululemon athletica made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1086 holding.
  • Summit Trail Advisors first reported a position in lululemon athletica in Q4 2017 and has held it in 9 quarters since.
  • Summit Trail Advisors's lululemon athletica position peaked at $1.34M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.