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Capital Advisors Ltd’s lululemon athletica LULU Stock Holding History

Capital Advisors Ltd’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 		$25K Hold
215
– – ﹤0.01% 644
2026
Q1 		$33K Sell
215
-148
-41% -$26.5K ﹤0.01% 582
2025
Q4 		$75K Buy
363
+78
+27% +$14.1K 0.01% 414
2025
Q3 		$51K Hold
285
– – 0.01% 465
2025
Q2 		$68K Sell
285
-12
-4% -$3.31K 0.01% 418
2025
Q1 		$84K Sell
297
-28
-9% -$10.3K 0.01% 371
2024
Q4 		$124K Buy
325
+28
+9% +$9.14K 0.02% 319
2024
Q3 		$81K Buy
297
+2
+0.7% +$531 0.01% 374
2024
Q2 		$88K Buy
295
+282
+2,169% +$94.3K 0.01% 348
2024
Q1 		$5K Buy
13
+3
+30% +$1.39K ﹤0.01% 884
2023
Q4 		$5K Hold
10
– – ﹤0.01% 842
2023
Q3 		$4K Hold
10
– – ﹤0.01% 885
2023
Q2 		$4K Hold
10
– – ﹤0.01% 891
2023
Q1 		$4K Hold
10
– – ﹤0.01% 754
2022
Q4 		$3K Sell
10
-2
-17% -$658 ﹤0.01% 776
2022
Q3 		$3K Buy
12
+5
+71% +$1.55K ﹤0.01% 753
2022
Q2 		$2K Buy
+7
New +$2.24K ﹤0.01% 675
2022
Q1 		– Sell
-2
Closed -$1K – 1087
2021
Q4 		$1K Buy
+2
New +$855 ﹤0.01% 705

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Ltd's LULU Position: Q2 2026 in Review

Capital Advisors Ltd held its lululemon athletica (LULU) position steady in Q2 2026 at 215 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Capital Advisors Ltd first reported a position in LULU in Q4 2021 and has held it in 18 quarters since. The position peaked at $124K in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Capital Advisors Ltd held 215 shares of lululemon athletica worth $25K as of Q2 2026.
  • Capital Advisors Ltd left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #644 holding.
  • Capital Advisors Ltd first reported a position in lululemon athletica in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's lululemon athletica position peaked at $124K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.