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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bright Rock Capital Management's LULU Position: Q2 2026 in Review

Bright Rock Capital Management increased its lululemon athletica (LULU) stake by 100% in Q2 2026, buying an estimated $5.34M and bringing the position to 80,000 shares worth $9.13M. The position accounts for 1.83% of the portfolio, ranked #18.

Bright Rock Capital Management first reported a position in LULU in Q1 2025 and has held it in 6 quarters since. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Bright Rock Capital Management held 80,000 shares of lululemon athletica worth $9.13M as of Q2 2026.
Bright Rock Capital Management bought 40,000 lululemon athletica shares in Q2 2026, an estimated $5.34M.
lululemon athletica made up 1.83% of Bright Rock Capital Management's portfolio in Q2 2026, its #18 holding.
Bright Rock Capital Management first reported a position in lululemon athletica in Q1 2025 and has held it in 6 quarters since.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.