Bank of Montreal’s lululemon athletica LULU Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-1,100	Closed	-$196K	–	3736
2025 Q3	$196K	Buy	+1,100	New	+$220K	﹤0.01%	2793
2025 Q1	–	Sell	-8,400	Closed	-$3.21M	–	3637
2024 Q4	$3.21M	Hold	8,400	–	–	﹤0.01%	1375
2024 Q3	$2.35M	Buy	+8,400	New	+$2.23M	﹤0.01%	1628
2024 Q1	–	Sell	-14,000	Closed	-$7.18M	–	4143
2023 Q4	$7.18M	Sell	14,000 -2,300	-14%	-$994K	﹤0.01%	1145
2023 Q3	$6.36M	Buy	+16,300	New	+$6.23M	﹤0.01%	1186
2023 Q1	–	Sell	-41,300	Closed	-$13.3M	–	4013
2022 Q4	$13.3M	Buy	41,300 +26,300	+175%	+$8.65M	0.01%	856
2022 Q3	$4.88K	Buy	+15,000	New	+$4.65M	﹤0.01%	1365
2022 Q2	–	Sell	-15,000	Closed	-$5.66M	–	4285
2022 Q1	$5.66M	Buy	+15,000	New	+$4.88M	﹤0.01%	1422
2019 Q3	–	Sell	-18,500	Closed	-$3.33M	–	4878
2019 Q2	$3.33M	Sell	18,500 -1,500	-8%	-$261K	﹤0.01%	1408
2019 Q1	$3.28M	Buy	+20,000	New	+$2.92M	﹤0.01%	1399
2013 Q3	–	Sell	-54,800	Closed	-$3.59M	–	3870
2013 Q2	$3.59M	Buy	+54,800	New	+$3.97M	0.01%	855

Other funds holding LULU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal's LULU Position: Q1 2026 in Review

Bank of Montreal reduced its lululemon athletica (LULU) stake by 20% in Q1 2026, selling an estimated $7.32M and leaving 164,545 shares worth $25.2M. The position accounts for 0.01% of the portfolio, ranked #768.

Bank of Montreal first reported a position in LULU in Q2 2013 and has held it in 52 quarters since. The position peaked at $254M in Q4 2023. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Bank of Montreal held 164,545 shares of lululemon athletica worth $25.2M as of Q1 2026.
Bank of Montreal sold 40,822 lululemon athletica shares in Q1 2026, an estimated $7.32M.
lululemon athletica made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #768 holding.
Bank of Montreal first reported a position in lululemon athletica in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's lululemon athletica position peaked at $254M in Q4 2023.
951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.