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SummitTX Capital’s lululemon athletica LULU Stock Holding History

SummitTX Capital’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
-8,240
Closed -$1.26M – 917
2026
Q1 		$1.26M Sell
8,240
-17,641
-68% -$3.16M 0.04% 394
2025
Q4 		$5.38M Buy
25,881
+16,264
+169% +$2.95M 0.16% 145
2025
Q3 		$1.71M Sell
9,617
-1,803
-16% -$361K 0.07% 287
2025
Q2 		$2.71M Buy
11,420
+647
+6% +$178K 0.12% 205
2025
Q1 		$3.05M Buy
+10,773
New +$3.95M 0.13% 188

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

SummitTX Capital's LULU Position: Q2 2026 in Review

SummitTX Capital sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 8,240 shares — an estimated $1.26M sold.

SummitTX Capital first reported a position in LULU in Q1 2025 and held it in 5 quarters. The position peaked at $5.38M in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • SummitTX Capital reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 8,240 lululemon athletica shares in Q2 2026, an estimated $1.26M.
  • SummitTX Capital first reported a position in lululemon athletica in Q1 2025 and held it in 5 quarters.
  • SummitTX Capital's lululemon athletica position peaked at $5.38M in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.