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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
Q2 		$457 Sell
4
-4
-50% -$534 ﹤0.01% 765
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 $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

TFC Financial Management's LULU Position: Q2 2026 in Review

TFC Financial Management reduced its lululemon athletica (LULU) stake by 50% in Q2 2026, selling an estimated $534 and leaving 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #765.

TFC Financial Management first reported a position in LULU in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.1K in Q4 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • TFC Financial Management held 4 shares of lululemon athletica worth $457 as of Q2 2026.
  • TFC Financial Management sold 4 lululemon athletica shares in Q2 2026, an estimated $534.
  • lululemon athletica made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #765 holding.
  • TFC Financial Management first reported a position in lululemon athletica in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's lululemon athletica position peaked at $27.1K in Q4 2023.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.