Annis Gardner Whiting Capital Advisors’s lululemon athletica LULU Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-36	Closed	-$5.51K	–	870
2026 Q1	$5.51K	Sell	36 -9	-20%	-$1.61K	﹤0.01%	943
2025 Q4	$9.35K	Buy	+45	New	+$8.15K	﹤0.01%	790
2025 Q3	–	Sell	-6	Closed	-$1.43K	–	1334
2025 Q2	$1.43K	Buy	+6	New	+$1.65K	﹤0.01%	1018
2025 Q1	–	Sell	-5	Closed	-$1.91K	–	792
2024 Q4	$1.91K	Buy	+5	New	+$1.63K	﹤0.01%	694
2024 Q3	–	Sell	-71	Closed	-$21.2K	–	858
2024 Q2	$21.2K	Buy	71 +16	+29%	+$5.35K	0.01%	558
2024 Q1	$21.5K	Buy	55 +52	+1,733%	+$24K	0.01%	537
2023 Q4	$1.53K	Buy	+3	New	+$1.3K	﹤0.01%	650

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LULU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 36 shares — an estimated $5.51K sold.

Annis Gardner Whiting Capital Advisors first reported a position in LULU in Q4 2023 and held it in 7 quarters. The position peaked at $21.5K in Q1 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 36 lululemon athletica shares in Q2 2026, an estimated $5.51K.
Annis Gardner Whiting Capital Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's lululemon athletica position peaked at $21.5K in Q1 2024.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.