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Alley Investment Management Company’s lululemon athletica LULU Stock Holding History

Alley Investment Management Company’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 		– Sell
-1,200
Closed -$249K – 89
2025
Q4 		$249K Hold
1,200
– – 0.03% 87
2025
Q3 		$214K Hold
1,200
– – 0.02% 85
2025
Q2 		$285K Hold
1,200
– – 0.03% 81
2025
Q1 		$340K Hold
1,200
– – 0.04% 78
2024
Q4 		$459K Hold
1,200
– – 0.06% 73
2024
Q3 		$326K Hold
1,200
– – 0.04% 81
2024
Q2 		$358K Hold
1,200
– – 0.05% 77
2024
Q1 		$469K Hold
1,200
– – 0.06% 73
2023
Q4 		$614K Hold
1,200
– – 0.09% 71
2023
Q3 		$463K Hold
1,200
– – 0.08% 70
2023
Q2 		$454K Hold
1,200
– – 0.07% 73
2023
Q1 		$437K Hold
1,200
– – 0.07% 73
2022
Q4 		$384K Hold
1,200
– – 0.07% 76
2022
Q3 		$335K Hold
1,200
– – 0.07% 74
2022
Q2 		$327K Hold
1,200
– – 0.06% 75
2022
Q1 		$438K Buy
+1,200
New +$391K 0.07% 72

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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 $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alley Investment Management Company's LULU Position: Q1 2026 in Review

Alley Investment Management Company sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,200 shares — an estimated $249K sold.

Alley Investment Management Company first reported a position in LULU in Q1 2022 and held it in 16 quarters. The position peaked at $614K in Q4 2023. 952 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Alley Investment Management Company reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Alley Investment Management Company sold 1,200 lululemon athletica shares in Q1 2026, an estimated $249K.
  • Alley Investment Management Company first reported a position in lululemon athletica in Q1 2022 and held it in 16 quarters.
  • Alley Investment Management Company's lululemon athletica position peaked at $614K in Q4 2023.
  • 952 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Alley Investment Management Company's 13F filing for Q1 2026, filed 24 Apr 2026.