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Caprock Group’s lululemon athletica LULU Stock Holding History

Caprock Group’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
Q1 		$567K Buy
3,703
+201
+6% +$36K 0.01% 711
2025
Q4 		$728K Buy
+3,502
New +$634K 0.02% 697
2025
Q1 		$1.11M Buy
3,938
+2,235
+131% +$820K 0.03% 430
2024
Q4 		$651K Buy
1,703
+520
+44% +$170K 0.02% 540
2024
Q3 		$321K Sell
1,183
-634
-35% -$168K 0.01% 706
2024
Q2 		$543K Buy
1,817
+747
+70% +$250K 0.02% 519
2024
Q1 		$418K Sell
1,070
-229
-18% -$106K 0.02% 465
2023
Q4 		$664K Buy
1,299
+304
+31% +$131K 0.04% 326
2023
Q3 		$384K Buy
995
+306
+44% +$117K 0.03% 432
2023
Q2 		$261K Buy
689
+8
+1% +$2.95K 0.02% 539
2023
Q1 		$248K Buy
+681
New +$213K 0.02% 536
2022
Q1 		– Sell
-604
Closed -$236K – 630
2021
Q4 		$236K Buy
604
+32
+6% +$13.7K 0.02% 505
2021
Q3 		$232K Sell
572
-162
-22% -$64.9K 0.02% 459
2021
Q2 		$268K Buy
+734
New +$242K 0.02% 408
2021
Q1 		– Sell
-640
Closed -$223K – 521
2020
Q4 		$223K Buy
+640
New +$222K 0.03% 421
2018
Q3 		– Sell
-2,333
Closed -$291K – 427
2018
Q2 		$291K Hold
2,333
– – 0.06% 292
2018
Q1 		$208K Buy
+2,333
New +$187K 0.04% 389

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caprock Group's LULU Position: Q1 2026 in Review

Caprock Group increased its lululemon athletica (LULU) stake by 5.7% in Q1 2026, buying an estimated $36K and bringing the position to 3,703 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #711.

Caprock Group first reported a position in LULU in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Caprock Group held 3,703 shares of lululemon athletica worth $567K as of Q1 2026.
  • Caprock Group bought 201 lululemon athletica shares in Q1 2026, an estimated $36K.
  • lululemon athletica made up 0.01% of Caprock Group's portfolio in Q1 2026, its #711 holding.
  • Caprock Group first reported a position in lululemon athletica in Q1 2018 and has held it in 17 quarters since.
  • Caprock Group's lululemon athletica position peaked at $1.11M in Q1 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.