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TFC Financial Management’s lululemon athletica LULU Stock Holding History

TFC Financial Management’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 		$1.23K Buy
8
+1
+14% +$179 ﹤0.01% 589
2025
Q4 		$1.46K Buy
7
+1
+17% +$181 ﹤0.01% 564
2025
Q3 		$1.07K Buy
6
+1
+20% +$200 ﹤0.01% 620
2025
Q2 		$1.19K Sell
5
-1
-17% -$275 ﹤0.01% 557
2025
Q1 		$1.7K Sell
6
-2
-25% -$734 ﹤0.01% 506
2024
Q4 		$3.06K Buy
8
+4
+100% +$1.31K ﹤0.01% 461
2024
Q3 		$1.09K Sell
4
-2
-33% -$531 ﹤0.01% 580
2024
Q2 		$1.79K Sell
6
-48
-89% -$16K ﹤0.01% 495
2024
Q1 		$21.1K Buy
54
+1
+2% +$462 ﹤0.01% 289
2023
Q4 		$27.1K Buy
53
+1
+2% +$432 0.01% 273
2023
Q3 		$20.1K Buy
52
+10
+24% +$3.82K ﹤0.01% 292
2023
Q2 		$15.9K Sell
42
-5
-11% -$1.84K ﹤0.01% 304
2023
Q1 		$17.1K Buy
47
+43
+1,075% +$13.5K ﹤0.01% 326
2022
Q4 		$1.28K Hold
4
– – ﹤0.01% 436
2022
Q3 		$1K Hold
4
– – ﹤0.01% 484
2022
Q2 		$1K Hold
4
– – ﹤0.01% 479
2022
Q1 		$1K Hold
4
– – ﹤0.01% 492
2021
Q4 		$2K Hold
4
– – ﹤0.01% 474
2021
Q3 		$2K Hold
4
– – ﹤0.01% 461
2021
Q2 		$1K Hold
4
– – ﹤0.01% 528
2021
Q1 		$1K Hold
4
– – ﹤0.01% 518
2020
Q4 		$1K Hold
4
– – ﹤0.01% 506
2020
Q3 		$1K Buy
+4
New +$1.33K ﹤0.01% 471

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

TFC Financial Management's LULU Position: Q1 2026 in Review

TFC Financial Management increased its lululemon athletica (LULU) stake by 14% in Q1 2026, buying an estimated $179 and bringing the position to 8 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

TFC Financial Management first reported a position in LULU in Q3 2020 and has held it in 23 quarters since. The position peaked at $27.1K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • TFC Financial Management held 8 shares of lululemon athletica worth $1.23K as of Q1 2026.
  • TFC Financial Management bought 1 lululemon athletica share in Q1 2026, an estimated $179.
  • lululemon athletica made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #589 holding.
  • TFC Financial Management first reported a position in lululemon athletica in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's lululemon athletica position peaked at $27.1K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.