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Alerus Financial’s lululemon athletica LULU Stock Holding History

Alerus 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
Q1 		$38.3K Sell
250
-316
-56% -$56.6K ﹤0.01% 318
2025
Q4 		$118K Sell
566
-150
-21% -$27.2K 0.01% 193
2025
Q3 		$127K Sell
716
-2,438
-77% -$489K 0.01% 205
2025
Q2 		$749K Sell
3,154
-147
-4% -$40.5K 0.05% 122
2025
Q1 		$934K Buy
3,301
+308
+10% +$113K 0.07% 113
2024
Q4 		$1.14M Sell
2,993
-271
-8% -$88.5K 0.09% 105
2024
Q3 		$886K Sell
3,264
-947
-22% -$251K 0.07% 112
2024
Q2 		$1.26M Sell
4,211
-419
-9% -$140K 0.09% 104
2024
Q1 		$1.81M Buy
+4,630
New +$2.14M 0.14% 96
2021
Q1 		– Sell
-1,951
Closed -$679K – 198
2020
Q4 		$679K Sell
1,951
-83
-4% -$28.8K 0.07% 145
2020
Q3 		$670K Sell
2,034
-164
-7% -$54.7K 0.08% 137
2020
Q2 		$686K Buy
+2,198
New +$562K 0.08% 129

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

Alerus Financial's LULU Position: Q1 2026 in Review

Alerus Financial reduced its lululemon athletica (LULU) stake by 56% in Q1 2026, selling an estimated $56.6K and leaving 250 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Alerus Financial first reported a position in LULU in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.81M in Q1 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Alerus Financial held 250 shares of lululemon athletica worth $38.3K as of Q1 2026.
  • Alerus Financial sold 316 lululemon athletica shares in Q1 2026, an estimated $56.6K.
  • lululemon athletica made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #318 holding.
  • Alerus Financial first reported a position in lululemon athletica in Q2 2020 and has held it in 12 quarters since.
  • Alerus Financial's lululemon athletica position peaked at $1.81M in Q1 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.