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Bard Associates’s lululemon athletica LULU Stock Holding History

Bard Associates’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 		$133K Buy
1,169
+16
+1% +$2.14K 0.03% 153
2026
Q1 		$177K Buy
+1,153
New +$207K 0.04% 138

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

Bard Associates's LULU Position: Q2 2026 in Review

Bard Associates increased its lululemon athletica (LULU) stake by 1.4% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,169 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #153.

Bard Associates first reported a position in LULU in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Bard Associates held 1,169 shares of lululemon athletica worth $133K as of Q2 2026.
  • Bard Associates bought 16 lululemon athletica shares in Q2 2026, an estimated $2.14K.
  • lululemon athletica made up 0.03% of Bard Associates's portfolio in Q2 2026, its #153 holding.
  • Bard Associates first reported a position in lululemon athletica in Q1 2026 and has held it in 2 quarters since.
  • Bard Associates's lululemon athletica position peaked at $177K in Q1 2026.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.