Bright Rock Capital Management’s lululemon athletica LULU Stock Holding History

Bright Rock Capital Management’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 Q3	–	Sell	-80,000	Closed	-$9.13M	–	75
2026 Q2	$9.13M	Buy	80,000 +40,000	+100%	+$5.34M	1.83%	18
2026 Q1	$6.12M	Buy	40,000 +30,000	+300%	+$5.38M	1.21%	33
2025 Q4	$2.08M	Sell	10,000 -10,000	-50%	-$1.81M	0.41%	63
2025 Q3	$3.56M	Buy	20,000 +15,000	+300%	+$3.01M	0.7%	49
2025 Q2	$1.19M	Hold	5,000	–	–	0.24%	72
2025 Q1	$1.42M	Buy	+5,000	New	+$1.83M	0.3%	73

Other funds holding LULU

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Bright Rock Capital Management's LULU Position: Q3 2026 in Review

Bright Rock Capital Management sold out of lululemon athletica (LULU) in Q3 2026, closing a stake of 80,000 shares — an estimated $9.13M sold.

Bright Rock Capital Management first reported a position in LULU in Q1 2025 and held it in 6 quarters. The position peaked at $9.13M in Q2 2026. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Bright Rock Capital Management reported no remaining lululemon athletica position as of Q3 2026 after selling out during the quarter.
Bright Rock Capital Management sold 80,000 lululemon athletica shares in Q3 2026, an estimated $9.13M.
Bright Rock Capital Management first reported a position in lululemon athletica in Q1 2025 and held it in 6 quarters.
Bright Rock Capital Management's lululemon athletica position peaked at $9.13M in Q2 2026.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.