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
2026 Q1	$1.42M	Sell	9,300 -22,100	-70%	-$3.96M	﹤0.01%	1851
2025 Q4	$6.53M	Sell	31,400 -271,900	-90%	-$49.3M	﹤0.01%	1243
2025 Q3	$54M	Buy	303,300 +158,100	+109%	+$31.7M	0.02%	473
2025 Q2	$34.5M	Buy	145,200 +143,800	+10,271%	+$39.6M	0.02%	552
2025 Q1	$396K	Buy	+1,400	New	+$514K	﹤0.01%	2334
2024 Q2	–	Sell	-9,400	Closed	-$3.75M	–	4094
2024 Q1	$3.75M	Buy	9,400 +900	+11%	+$416K	﹤0.01%	1344
2023 Q4	$4.36M	Buy	+8,500	New	+$3.67M	﹤0.01%	1337
2023 Q1	–	Sell	-85,200	Closed	-$27.3M	–	4014
2022 Q4	$27.3M	Buy	85,200 +70,200	+468%	+$23.1M	0.01%	588
2022 Q3	$4.88K	Buy	+15,000	New	+$4.65M	﹤0.01%	1366
2019 Q3	–	Sell	-7,400	Closed	-$1.33M	–	4879
2019 Q2	$1.33M	Buy	+7,400	New	+$1.29M	﹤0.01%	1928
2016 Q2	–	Sell	-64,700	Closed	-$4.38M	–	4220
2016 Q1	$4.38M	Buy	+64,700	New	+$3.89M	﹤0.01%	1087
2015 Q1	–	Sell	-65,000	Closed	-$3.63M	–	4111
2014 Q4	$3.63M	Sell	65,000 -49,400	-43%	-$2.25M	﹤0.01%	1159
2014 Q3	$4.81M	Buy	+114,400	New	+$4.61M	0.01%	1101

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.