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Capital Analysts LLC’s lululemon athletica LULU Stock Holding History

Capital Analysts LLC’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 		$12K Buy
+103
New +$13.8K ﹤0.01% 1257
2026
Q1 		– Sell
-3
Closed -$1K – 1571
2025
Q4 		$1K Hold
3
– – ﹤0.01% 1450
2025
Q3 		$1K Sell
3
-5
-63% -$1K ﹤0.01% 1410
2025
Q2 		$2K Hold
8
– – ﹤0.01% 1319
2025
Q1 		$2K Hold
8
– – ﹤0.01% 1309
2024
Q4 		$3K Buy
8
+5
+167% +$1.63K ﹤0.01% 1201
2024
Q3 		$1K Hold
3
– – ﹤0.01% 1277
2024
Q2 		$1K Sell
3
-4
-57% -$1.34K ﹤0.01% 1162
2024
Q1 		$3K Buy
7
+3
+75% +$1.39K ﹤0.01% 1027
2023
Q4 		$2K Hold
4
– – ﹤0.01% 1024
2023
Q3 		$2K Hold
4
– – ﹤0.01% 1052
2023
Q2 		$1K Buy
4
+1
+33% +$369 ﹤0.01% 975
2023
Q1 		$1K Hold
3
– – ﹤0.01% 949
2022
Q4 		$1K Buy
+3
New +$987 ﹤0.01% 1028
2021
Q2 		– Sell
-2
Closed -$1K – 1028
2021
Q1 		$1K Buy
+2
New +$657 ﹤0.01% 1019
2020
Q4 		– Sell
-50
Closed -$16K – 777
2020
Q3 		$16K Sell
50
-50
-50% -$16.7K ﹤0.01% 533
2020
Q2 		$31K Buy
+100
New +$25.6K ﹤0.01% 428
2019
Q3 		– Sell
-30
Closed -$5K – 713
2019
Q2 		$5K Buy
+30
New +$5.21K ﹤0.01% 585

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 Analysts LLC's LULU Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in lululemon athletica (LULU) in Q2 2026: 103 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in LULU as recently as Q4 2025.

Capital Analysts LLC first reported a position in LULU in Q2 2019 and has held it in 18 quarters since. The position peaked at $31K in Q2 2020. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Capital Analysts LLC held 103 shares of lululemon athletica worth $12K as of Q2 2026.
  • lululemon athletica was a new Capital Analysts LLC position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1257 holding.
  • Capital Analysts LLC first reported a position in lululemon athletica in Q2 2019 and has held it in 18 quarters since.
  • Capital Analysts LLC's lululemon athletica position peaked at $31K in Q2 2020.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.