Cape Investment Advisory’s lululemon athletica LULU Stock Holding History

Cape Investment Advisory’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	$343	Buy	+3	New	+$401	﹤0.01%	1406
2026 Q1	–	Sell	-18	Closed	-$3.74K	–	774
2025 Q4	$3.74K	Buy	+18	New	+$3.26K	﹤0.01%	975
2025 Q3	–	Sell	-28	Closed	-$6.65K	–	1036
2025 Q2	$6.65K	Sell	28 -50	-64%	-$13.8K	﹤0.01%	703
2025 Q1	$22.1K	Hold	78	–	–	0.01%	464
2024 Q4	$29.8K	Sell	78 -242	-76%	-$79K	0.01%	416
2024 Q3	$86.8K	Buy	+320	New	+$84.9K	0.04%	253
2024 Q2	–	Sell	-2	Closed	-$781	–	960
2024 Q1	$781	Hold	2	–	–	﹤0.01%	866
2023 Q4	$1.02K	Buy	+2	New	+$864	﹤0.01%	1010

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

Cape Investment Advisory's LULU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in lululemon athletica (LULU) in Q2 2026: 3 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LULU as recently as Q4 2025.

Cape Investment Advisory first reported a position in LULU in Q4 2023 and has held it in 8 quarters since. The position peaked at $86.8K in Q3 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Cape Investment Advisory held 3 shares of lululemon athletica worth $343 as of Q2 2026.
lululemon athletica was a new Cape Investment Advisory position in Q2 2026.
lululemon athletica made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1406 holding.
Cape Investment Advisory first reported a position in lululemon athletica in Q4 2023 and has held it in 8 quarters since.
Cape Investment Advisory's lululemon athletica position peaked at $86.8K in Q3 2024.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.