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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
Q2 		– Sell
-688
Closed -$105K – 482
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
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

BankPlus Trust Department's LULU Position: Q2 2026 in Review

BankPlus Trust Department sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 688 shares — an estimated $105K sold.

BankPlus Trust Department first reported a position in LULU in Q4 2024 and held it in 6 quarters. The position peaked at $1.03M in Q4 2024. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • BankPlus Trust Department reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 688 lululemon athletica shares in Q2 2026, an estimated $105K.
  • BankPlus Trust Department first reported a position in lululemon athletica in Q4 2024 and held it in 6 quarters.
  • BankPlus Trust Department's lululemon athletica position peaked at $1.03M in Q4 2024.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.