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Avalon Trust’s lululemon athletica LULU Stock Holding History

Avalon 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 		$16.2K Hold
106
– – ﹤0.01% 380
2025
Q4 		$22K Sell
106
-44
-29% -$7.97K ﹤0.01% 349
2025
Q3 		$26.7K Hold
150
– – ﹤0.01% 376
2025
Q2 		$35.6K Hold
150
– – ﹤0.01% 286
2025
Q1 		$42.5K Buy
+150
New +$55K ﹤0.01% 269

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

Avalon Trust's LULU Position: Q1 2026 in Review

Avalon Trust held its lululemon athletica (LULU) position steady in Q1 2026 at 106 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Avalon Trust first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.5K in Q1 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Avalon Trust held 106 shares of lululemon athletica worth $16.2K as of Q1 2026.
  • Avalon Trust left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #380 holding.
  • Avalon Trust first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
  • Avalon Trust's lululemon athletica position peaked at $42.5K in Q1 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.