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Anchor Investment Management’s lululemon athletica LULU Stock Holding History

Anchor Investment Management’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 		$1.6M Buy
10,476
+153
+1% +$27.4K 0.13% 154
2025
Q4 		$2.15M Buy
10,323
+3,701
+56% +$670K 0.17% 130
2025
Q3 		$1.18M Sell
6,622
-278
-4% -$55.7K 0.1% 175
2025
Q2 		$1.64M Buy
6,900
+1,048
+18% +$289K 0.14% 146
2025
Q1 		$1.66M Buy
5,852
+161
+3% +$59.1K 0.15% 142
2024
Q4 		$2.18M Buy
5,691
+1,109
+24% +$362K 0.2% 118
2024
Q3 		$1.24M Buy
4,582
+680
+17% +$180K 0.12% 171
2024
Q2 		$1.17M Buy
3,902
+1,173
+43% +$392K 0.12% 165
2024
Q1 		$1.07M Buy
2,729
+461
+20% +$213K 0.11% 170
2023
Q4 		$1.16M Buy
2,268
+275
+14% +$119K 0.13% 157
2023
Q3 		$769K Buy
1,993
+214
+12% +$81.8K 0.1% 185
2023
Q2 		$673K Buy
1,779
+745
+72% +$275K 0.09% 195
2023
Q1 		$377K Buy
1,034
+229
+28% +$71.8K 0.05% 261
2022
Q4 		$258K Buy
805
+68
+9% +$22.4K 0.04% 301
2022
Q3 		$206K Buy
737
+68
+10% +$21.1K 0.03% 333
2022
Q2 		$182K Buy
669
+182
+37% +$58.3K 0.03% 362
2022
Q1 		$178K Sell
487
-170
-26% -$55.3K 0.02% 389
2021
Q4 		$257K Buy
657
+163
+33% +$69.7K 0.03% 346
2021
Q3 		$200K Buy
494
+327
+196% +$131K 0.03% 355
2021
Q2 		$61K Sell
167
-440
-72% -$145K 0.01% 506
2021
Q1 		$186K Buy
607
+375
+162% +$123K 0.03% 359
2020
Q4 		$80.7K Buy
232
+162
+231% +$56.3K 0.01% 405
2020
Q3 		$23.1K Buy
70
+50
+250% +$16.7K ﹤0.01% 548
2020
Q2 		$6.24K Buy
+20
New +$5.12K ﹤0.01% 682
2016
Q3 		– Sell
-35
Closed -$2.58K – 670
2016
Q2 		$2.58K Hold
35
– – ﹤0.01% 617
2016
Q1 		$2.37K Buy
+35
New +$2.1K ﹤0.01% 610

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

Anchor Investment Management's LULU Position: Q1 2026 in Review

Anchor Investment Management increased its lululemon athletica (LULU) stake by 1.5% in Q1 2026, buying an estimated $27.4K and bringing the position to 10,476 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #154.

Anchor Investment Management first reported a position in LULU in Q1 2016 and has held it in 26 quarters since. The position peaked at $2.18M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Anchor Investment Management held 10,476 shares of lululemon athletica worth $1.6M as of Q1 2026.
  • Anchor Investment Management bought 153 lululemon athletica shares in Q1 2026, an estimated $27.4K.
  • lululemon athletica made up 0.13% of Anchor Investment Management's portfolio in Q1 2026, its #154 holding.
  • Anchor Investment Management first reported a position in lululemon athletica in Q1 2016 and has held it in 26 quarters since.
  • Anchor Investment Management's lululemon athletica position peaked at $2.18M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.