VA
LULU icon

Valmark Advisers’s lululemon athletica LULU Stock Holding History

Valmark Advisers’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 		$306K Hold
2,679
– – ﹤0.01% 614
2026
Q1 		$410K Hold
2,679
– – ﹤0.01% 511
2025
Q4 		$557K Sell
2,679
-20
-0.7% -$3.62K 0.01% 428
2025
Q3 		$480K Sell
2,699
-5
-0.2% -$1K 0.01% 442
2025
Q2 		$642K Hold
2,704
– – 0.01% 407
2025
Q1 		$765K Sell
2,704
-112
-4% -$41.1K 0.01% 358
2024
Q4 		$1.08M Sell
2,816
-6
-0.2% -$1.96K 0.02% 293
2024
Q3 		$766K Buy
2,822
+8
+0.3% +$2.12K 0.01% 352
2024
Q2 		$841K Buy
2,814
+128
+5% +$42.8K 0.01% 312
2024
Q1 		$1.05M Buy
2,686
+20
+0.8% +$9.24K 0.02% 262
2023
Q4 		$1.36M Hold
2,666
– – 0.03% 204
2023
Q3 		$1.03M Hold
2,666
– – 0.02% 222
2023
Q2 		$1.01M Sell
2,666
-10
-0.4% -$3.69K 0.02% 229
2023
Q1 		$975K Buy
+2,676
New +$839K 0.02% 226

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

Valmark Advisers's LULU Position: Q2 2026 in Review

Valmark Advisers held its lululemon athletica (LULU) position steady in Q2 2026 at 2,679 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Valmark Advisers first reported a position in LULU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Valmark Advisers held 2,679 shares of lululemon athletica worth $306K as of Q2 2026.
  • Valmark Advisers left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #614 holding.
  • Valmark Advisers first reported a position in lululemon athletica in Q1 2023 and has held it in 14 quarters since.
  • Valmark Advisers's lululemon athletica position peaked at $1.36M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.