Bruce G. Allen Investments’s lululemon athletica LULU Stock Holding History

Bruce G. Allen Investments’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	$457	Sell	4 -5	-56%	-$668	﹤0.01%	952
2026 Q1	$1.38K	Sell	9 -1	-10%	-$179	﹤0.01%	757
2025 Q4	$2.08K	Buy	10 +4	+67%	+$725	﹤0.01%	695
2025 Q3	$1.07K	Buy	+6	New	+$1.2K	﹤0.01%	814
2024 Q3	–	Sell	-1	Closed	-$299	–	1126
2024 Q2	$299	Hold	1	–	–	﹤0.01%	915
2024 Q1	$391	Sell	1 -4	-80%	-$1.85K	﹤0.01%	874
2023 Q4	$2.56K	Buy	+5	New	+$2.16K	﹤0.01%	702

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

Bruce G. Allen Investments's LULU Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its lululemon athletica (LULU) stake by 56% in Q2 2026, selling an estimated $668 and leaving 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Bruce G. Allen Investments first reported a position in LULU in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.56K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Bruce G. Allen Investments held 4 shares of lululemon athletica worth $457 as of Q2 2026.
Bruce G. Allen Investments sold 5 lululemon athletica shares in Q2 2026, an estimated $668.
lululemon athletica made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #952 holding.
Bruce G. Allen Investments first reported a position in lululemon athletica in Q4 2023 and has held it in 7 quarters since.
Bruce G. Allen Investments's lululemon athletica position peaked at $2.56K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.