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Basepoint Wealth’s lululemon athletica LULU Stock Holding History

Basepoint Wealth’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 		$39.5K Buy
346
+245
+243% +$32.7K 0.02% 242
2026
Q1 		$15.5K Hold
101
– – 0.01% 351
2025
Q4 		$21K Buy
+101
New +$18.3K 0.01% 320

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

Basepoint Wealth's LULU Position: Q2 2026 in Review

Basepoint Wealth increased its lululemon athletica (LULU) stake by 243% in Q2 2026, buying an estimated $32.7K and bringing the position to 346 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #242.

Basepoint Wealth first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Basepoint Wealth held 346 shares of lululemon athletica worth $39.5K as of Q2 2026.
  • Basepoint Wealth bought 245 lululemon athletica shares in Q2 2026, an estimated $32.7K.
  • lululemon athletica made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #242 holding.
  • Basepoint Wealth first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.