BankPlus Trust Department’s lululemon athletica LULU Stock Holding History

BankPlus Trust Department’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	$105K	Sell	688 -7	-1%	-$1.25K	0.03%	219
2025 Q4	$144K	Hold	695	–	–	0.04%	195
2025 Q3	$124K	Sell	695 -1,784	-72%	-$357K	0.03%	198
2025 Q2	$589K	Buy	2,479 +187	+8%	+$51.5K	0.17%	101
2025 Q1	$649K	Sell	2,292 -390	-15%	-$143K	0.22%	87
2024 Q4	$1.03M	Buy	+2,682	New	+$876K	0.34%	69

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $21.4B AUM 8.31% 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

BankPlus Trust Department's LULU Position: Q1 2026 in Review

BankPlus Trust Department reduced its lululemon athletica (LULU) stake by 1% in Q1 2026, selling an estimated $1.25K and leaving 688 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #219.

BankPlus Trust Department first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

BankPlus Trust Department held 688 shares of lululemon athletica worth $105K as of Q1 2026.
BankPlus Trust Department sold 7 lululemon athletica shares in Q1 2026, an estimated $1.25K.
lululemon athletica made up 0.03% of BankPlus Trust Department's portfolio in Q1 2026, its #219 holding.
BankPlus Trust Department first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's lululemon athletica position peaked at $1.03M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.