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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
Q2 		$12.1K Hold
106
– – ﹤0.01% 390
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avalon Trust's LULU Position: Q2 2026 in Review

Avalon Trust held its lululemon athletica (LULU) position steady in Q2 2026 at 106 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Avalon Trust first reported a position in LULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.5K in Q1 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Avalon Trust held 106 shares of lululemon athletica worth $12.1K as of Q2 2026.
  • Avalon Trust left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #390 holding.
  • Avalon Trust first reported a position in lululemon athletica in Q1 2025 and has held it in 6 quarters since.
  • Avalon Trust's lululemon athletica position peaked at $42.5K in Q1 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.