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Whelan Financial’s lululemon athletica LULU Stock Holding History

Whelan 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
Q2 		$696K Buy
6,100
+881
+17% +$118K 0.19% 47
2026
Q1 		$799K Buy
5,219
+459
+10% +$82.3K 0.25% 37
2025
Q4 		$989K Buy
4,760
+909
+24% +$165K 0.31% 37
2025
Q3 		$685K Buy
+3,851
New +$772K 0.22% 40

Other funds holding LULU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Whelan Financial's LULU Position: Q2 2026 in Review

Whelan Financial increased its lululemon athletica (LULU) stake by 17% in Q2 2026, buying an estimated $118K and bringing the position to 6,100 shares worth $696K. The position accounts for 0.19% of the portfolio, ranked #47.

Whelan Financial first reported a position in LULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $989K in Q4 2025. 303 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Whelan Financial held 6,100 shares of lululemon athletica worth $696K as of Q2 2026.
  • Whelan Financial bought 881 lululemon athletica shares in Q2 2026, an estimated $118K.
  • lululemon athletica made up 0.19% of Whelan Financial's portfolio in Q2 2026, its #47 holding.
  • Whelan Financial first reported a position in lululemon athletica in Q3 2025 and has held it in 4 quarters since.
  • Whelan Financial's lululemon athletica position peaked at $989K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.