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Alpha Family Trust’s lululemon athletica LULU Stock Holding History

Alpha Family Trust’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
-1,320
Closed -$274K – 216
2025
Q4 		$274K Buy
+1,320
New +$239K 0.13% 144
2025
Q1 		– Sell
-570
Closed -$218K – 181
2024
Q4 		$218K Buy
+570
New +$186K 0.12% 145
2024
Q1 		– Sell
-460
Closed -$235K – 161
2023
Q4 		$235K Buy
+460
New +$199K 0.16% 127

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

Alpha Family Trust's LULU Position: Q1 2026 in Review

Alpha Family Trust sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,320 shares — an estimated $274K sold.

Alpha Family Trust first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $274K in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Alpha Family Trust reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Alpha Family Trust sold 1,320 lululemon athletica shares in Q1 2026, an estimated $274K.
  • Alpha Family Trust first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Alpha Family Trust's lululemon athletica position peaked at $274K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.