Capstone Investment Advisors
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Capstone Investment Advisors’s lululemon athletica LULU Stock Holding History

Capstone Investment Advisors’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 		$21.6M Buy
188,947
+44,630
+31% +$5.96M 0.04% 202
2026
Q1 		$22.1M Buy
144,317
+76,563
+113% +$13.7M 0.04% 157
2025
Q4 		$14.1M Sell
67,754
-41,383
-38% -$7.5M 0.03% 219
2025
Q3 		$19.4M Buy
109,137
+89,822
+465% +$18M 0.04% 210
2025
Q2 		$4.59M Buy
19,315
+16,029
+488% +$4.42M 0.01% 409
2025
Q1 		$930K Buy
3,286
+262
+9% +$96.1K ﹤0.01% 905
2024
Q4 		$1.16M Sell
3,024
-13,637
-82% -$4.45M ﹤0.01% 1020
2024
Q3 		$4.52M Sell
16,661
-9,337
-36% -$2.48M 0.01% 487
2024
Q2 		$7.77M Buy
25,998
+15,828
+156% +$5.29M 0.02% 352
2024
Q1 		$3.97M Buy
+10,170
New +$4.7M 0.01% 526
2023
Q3 		– Sell
-2,686
Closed -$1.03M – 2204
2023
Q2 		$1.02M Buy
+2,686
New +$991K 0.01% 870
2022
Q2 		– Sell
-144
Closed -$53K – 1996
2022
Q1 		$53K Buy
+144
New +$46.9K ﹤0.01% 1884
2021
Q4 		– Sell
-267
Closed -$108K – 1987
2021
Q3 		$108K Buy
+267
New +$107K ﹤0.01% 1772
2021
Q2 		– Sell
-169
Closed -$52K – 1798
2021
Q1 		$52K Sell
169
-187
-53% -$61.4K ﹤0.01% 1602
2020
Q4 		$124K Sell
356
-2,954
-89% -$1.03M ﹤0.01% 1528
2020
Q3 		$1.09M Buy
+3,310
New +$1.1M 0.01% 992
2017
Q4 		– Sell
-3,300
Closed -$205K – 588
2017
Q3 		$205K Sell
3,300
-3,500
-51% -$211K 0.01% 471
2017
Q2 		$405K Sell
6,800
-18,058
-73% -$940K 0.01% 446
2017
Q1 		$1.29M Buy
24,858
+258
+1% +$17K 0.03% 370
2016
Q4 		$1.6M Buy
24,600
+16,400
+200% +$978K 0.05% 326
2016
Q3 		$500K Sell
8,200
-8,873
-52% -$655K 0.01% 516
2016
Q2 		$1.26M Buy
17,073
+4,573
+37% +$303K 0.02% 308
2016
Q1 		$846K Buy
+12,500
New +$751K 0.03% 334

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's LULU Position: Q2 2026 in Review

Capstone Investment Advisors increased its lululemon athletica (LULU) stake by 31% in Q2 2026, buying an estimated $5.96M and bringing the position to 188,947 shares worth $21.6M. The position accounts for 0.04% of the portfolio, ranked #202.

Capstone Investment Advisors first reported a position in LULU in Q1 2016 and has held it in 23 quarters since. The position peaked at $22.1M in Q1 2026. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Capstone Investment Advisors held 188,947 shares of lululemon athletica worth $21.6M as of Q2 2026.
  • Capstone Investment Advisors bought 44,630 lululemon athletica shares in Q2 2026, an estimated $5.96M.
  • lululemon athletica made up 0.04% of Capstone Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • Capstone Investment Advisors first reported a position in lululemon athletica in Q1 2016 and has held it in 23 quarters since.
  • Capstone Investment Advisors's lululemon athletica position peaked at $22.1M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.