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B&D White Capital Company’s lululemon athletica LULU Stock Holding History

B&D White Capital Company’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 		$353K Buy
+2,305
New +$413K 0.04% 60
2025
Q4 		– Sell
-1,900
Closed -$338K – 79
2025
Q3 		$338K Buy
+1,900
New +$381K 0.04% 67
2024
Q2 		– Sell
-4,600
Closed -$1.8M – 56
2024
Q1 		$1.8M Buy
+4,600
New +$2.13M 0.4% 24

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

B&D White Capital Company's LULU Position: Q1 2026 in Review

B&D White Capital Company opened a new position in lululemon athletica (LULU) in Q1 2026: 2,305 shares worth $353K. The stake represents 0.04% of the portfolio and ranks #60 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in LULU as recently as Q3 2025.

B&D White Capital Company first reported a position in LULU in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.8M in Q1 2024. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • B&D White Capital Company held 2,305 shares of lululemon athletica worth $353K as of Q1 2026.
  • lululemon athletica was a new B&D White Capital Company position in Q1 2026.
  • lululemon athletica made up 0.04% of B&D White Capital Company's portfolio in Q1 2026, its #60 holding.
  • B&D White Capital Company first reported a position in lululemon athletica in Q1 2024 and has held it in 3 quarters since.
  • B&D White Capital Company's lululemon athletica position peaked at $1.8M in Q1 2024.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.