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
Q1 		– Sell
-11,300
Closed -$2.35M – 1751
2025
Q4 		$2.35M Buy
11,300
+7,600
+205% +$1.38M ﹤0.01% 568
2025
Q3 		$658K Buy
3,700
+2,700
+270% +$541K ﹤0.01% 1220
2025
Q2 		$238K Sell
1,000
-400
-29% -$110K ﹤0.01% 1483
2025
Q1 		$396K Sell
1,400
-8,100
-85% -$2.97M ﹤0.01% 1129
2024
Q4 		$3.63M Buy
9,500
+3,300
+53% +$1.08M 0.01% 652
2024
Q3 		$1.68M Buy
6,200
+100
+2% +$26.5K 0.01% 794
2024
Q2 		$1.82M Sell
6,100
-12,900
-68% -$4.31M 0.01% 761
2024
Q1 		$7.42M Sell
19,000
-72,700
-79% -$33.6M 0.03% 334
2023
Q4 		$46.9M Buy
91,700
+68,800
+300% +$29.7M 0.14% 106
2023
Q3 		$8.83M Buy
+22,900
New +$8.75M 0.04% 304
2022
Q2 		– Sell
-8,500
Closed -$3.1M – 1995
2022
Q1 		$3.1M Buy
+8,500
New +$2.77M 0.01% 877
2021
Q4 		– Sell
-100
Closed -$40K – 1986
2021
Q3 		$40K Buy
+100
New +$40.1K ﹤0.01% 1860
2021
Q2 		– Sell
-400
Closed -$123K – 1797
2021
Q1 		$123K Sell
400
-2,100
-84% -$689K ﹤0.01% 1499
2020
Q4 		$870K Sell
2,500
-4,200
-63% -$1.46M ﹤0.01% 1116
2020
Q3 		$2.21M Buy
6,700
+3,800
+131% +$1.27M 0.01% 773
2020
Q2 		$905K Buy
+2,900
New +$742K 0.01% 947
2019
Q3 		– Sell
-60,000
Closed -$10.8M – 1410
2019
Q2 		$10.8M Sell
60,000
-200,800
-77% -$34.9M 0.08% 265
2019
Q1 		$42.7M Buy
+260,800
New +$38.1M 0.39% 52
2017
Q4 		– Sell
-118,700
Closed -$7.38M – 587
2017
Q3 		$7.38M Sell
118,700
-391,100
-77% -$23.6M 0.26% 78
2017
Q2 		$30.4M Buy
509,800
+230,500
+83% +$12M 0.83% 30
2017
Q1 		$14.5M Buy
+279,300
New +$18.4M 0.36% 55

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

Capstone Investment Advisors's LULU Position: Q1 2026 in Review

Capstone Investment Advisors increased its lululemon athletica (LULU) stake by 113% in Q1 2026, buying an estimated $13.7M and bringing the position to 144,317 shares worth $22.1M. The position accounts for 0.04% of the portfolio, ranked #157.

Capstone Investment Advisors first reported a position in LULU in Q1 2016 and has held it in 22 quarters since. 950 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Capstone Investment Advisors held 144,317 shares of lululemon athletica worth $22.1M as of Q1 2026.
  • Capstone Investment Advisors bought 76,563 lululemon athletica shares in Q1 2026, an estimated $13.7M.
  • lululemon athletica made up 0.04% of Capstone Investment Advisors's portfolio in Q1 2026, its #157 holding.
  • Capstone Investment Advisors first reported a position in lululemon athletica in Q1 2016 and has held it in 22 quarters since.
  • 950 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.