BTW
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Boston Trust Walden’s lululemon athletica LULU Stock Holding History

Boston Trust Walden’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 		$13.5M Sell
88,335
-21,351
-19% -$3.83M 0.11% 200
2025
Q4 		$22.8M Sell
109,686
-12,400
-10% -$2.25M 0.17% 175
2025
Q3 		$21.7M Sell
122,086
-16,910
-12% -$3.39M 0.16% 173
2025
Q2 		$33M Sell
138,996
-7,634
-5% -$2.1M 0.24% 155
2025
Q1 		$41.5M Buy
146,630
+5,363
+4% +$1.97M 0.3% 130
2024
Q4 		$54M Buy
141,267
+9,991
+8% +$3.26M 0.38% 98
2024
Q3 		$35.6M Buy
131,276
+102,736
+360% +$27.3M 0.25% 155
2024
Q2 		$8.52M Buy
+28,540
New +$9.54M 0.06% 208

Other funds holding LULU

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return