Tompkins Financial’s lululemon athletica LULU Stock Holding History

Tompkins Financial’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 Q3	$13.5K	Hold	140	–	–	﹤0.01%	444
2026 Q2	$16K	Hold	140	–	–	﹤0.01%	420
2026 Q1	$21.4K	Hold	140	–	–	﹤0.01%	389
2025 Q4	$29.1K	Hold	140	–	–	﹤0.01%	345
2025 Q3	$24.9K	Hold	140	–	–	﹤0.01%	372
2025 Q2	$33.3K	Hold	140	–	–	﹤0.01%	350
2025 Q1	$39.6K	Hold	140	–	–	﹤0.01%	347
2024 Q4	$53.5K	Hold	140	–	–	0.01%	313
2024 Q3	$38K	Hold	140	–	–	﹤0.01%	363
2024 Q2	$41.8K	Hold	140	–	–	﹤0.01%	363
2024 Q1	$54.7K	Hold	140	–	–	0.01%	342
2023 Q4	$71.6K	Hold	140	–	–	0.01%	308
2023 Q3	$54K	Hold	140	–	–	0.01%	317
2023 Q2	$53K	Hold	140	–	–	0.01%	327
2023 Q1	$51K	Hold	140	–	–	0.01%	330
2022 Q4	$45K	Hold	140	–	–	0.01%	342
2022 Q3	$39K	Hold	140	–	–	0.01%	355
2022 Q2	$38K	Sell	140 -6	-4%	-$1.92K	0.01%	355
2022 Q1	$53K	Buy	146 +140	+2,333%	+$45.6K	0.01%	344
2021 Q4	$2K	Buy	+6	New	+$2.56K	﹤0.01%	334
2015 Q4	–	Sell	-134	Closed	-$7K	–	524
2015 Q3	$7K	Hold	134	–	–	﹤0.01%	432
2015 Q2	$9K	Hold	134	–	–	﹤0.01%	428
2015 Q1	$9K	Buy	+134	New	+$8.59K	﹤0.01%	435
2014 Q4	–	Sell	-133	Closed	-$6K	–	483
2014 Q3	$6K	Hold	133	–	–	﹤0.01%	414
2014 Q2	$5K	Hold	133	–	–	﹤0.01%	441
2014 Q1	$7K	Hold	133	–	–	﹤0.01%	414
2013 Q4	$8K	Buy	+133	New	+$9.13K	﹤0.01%	432

Other funds holding LULU

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Tompkins Financial's LULU Position: Q3 2026 in Review

Tompkins Financial held its lululemon athletica (LULU) position steady in Q3 2026 at 140 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Tompkins Financial first reported a position in LULU in Q4 2013 and has held it in 27 quarters since. The position peaked at $71.6K in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Tompkins Financial held 140 shares of lululemon athletica worth $13.5K as of Q3 2026.
Tompkins Financial left its lululemon athletica share count unchanged in Q3 2026.
lululemon athletica made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #444 holding.
Tompkins Financial first reported a position in lululemon athletica in Q4 2013 and has held it in 27 quarters since.
Tompkins Financial's lululemon athletica position peaked at $71.6K in Q4 2023.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.