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Bellevue Group’s lululemon athletica LULU Stock Holding History

Bellevue Group’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 		– Sell
-2,240
Closed -$465K – 177
2025
Q4 		$465K Buy
+2,240
New +$406K 0.01% 138
2024
Q1 		– Sell
-770
Closed -$394K – 174
2023
Q4 		$394K Buy
+770
New +$333K 0.01% 138

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bellevue Group's LULU Position: Q1 2026 in Review

Bellevue Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 2,240 shares — an estimated $465K sold.

Bellevue Group first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $465K in Q4 2025. 953 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Bellevue Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Bellevue Group sold 2,240 lululemon athletica shares in Q1 2026, an estimated $465K.
  • Bellevue Group first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
  • Bellevue Group's lululemon athletica position peaked at $465K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.