Applied Finance Capital Management’s lululemon athletica LULU Stock Holding History

Applied Finance Capital 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 Q2	$611K	Buy	5,353 +722	+16%	+$96.4K	0.05%	141
2026 Q1	$709K	Buy	4,631 +75	+2%	+$13.4K	0.05%	130
2025 Q4	$947K	Buy	4,556 +2,056	+82%	+$372K	0.07%	106
2025 Q3	$445K	Sell	2,500 -1,010	-29%	-$202K	0.03%	191
2025 Q2	$834K	Buy	3,510 +680	+24%	+$187K	0.06%	145
2025 Q1	$801K	Sell	2,830 -189	-6%	-$69.3K	0.06%	145
2024 Q4	$1.15M	Hold	3,019	–	–	0.05%	96
2024 Q3	$819K	Buy	3,019 +963	+47%	+$256K	0.04%	140
2024 Q2	$614K	Buy	+2,056	New	+$687K	0.03%	164

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

Applied Finance Capital Management's LULU Position: Q2 2026 in Review

Applied Finance Capital Management increased its lululemon athletica (LULU) stake by 16% in Q2 2026, buying an estimated $96.4K and bringing the position to 5,353 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #141.

Applied Finance Capital Management first reported a position in LULU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Applied Finance Capital Management held 5,353 shares of lululemon athletica worth $611K as of Q2 2026.
Applied Finance Capital Management bought 722 lululemon athletica shares in Q2 2026, an estimated $96.4K.
lululemon athletica made up 0.05% of Applied Finance Capital Management's portfolio in Q2 2026, its #141 holding.
Applied Finance Capital Management first reported a position in lululemon athletica in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's lululemon athletica position peaked at $1.15M in Q4 2024.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.