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 		$28.8M Sell
188,300
-6,200
-3% -$1.11M 0.05% 134
2025
Q4 		$40.4M Buy
194,500
+1,000
+0.5% +$181K 0.08% 110
2025
Q3 		$34.4M Buy
193,500
+174,700
+929% +$35M 0.06% 134
2025
Q2 		$4.47M Buy
18,800
+12,000
+176% +$3.31M 0.01% 414
2025
Q1 		$1.92M Sell
6,800
-23,900
-78% -$8.77M 0.01% 693
2024
Q4 		$11.7M Buy
30,700
+5,000
+19% +$1.63M 0.03% 327
2024
Q3 		$6.97M Sell
25,700
-8,800
-26% -$2.34M 0.02% 382
2024
Q2 		$10.3M Buy
34,500
+11,500
+50% +$3.84M 0.03% 309
2024
Q1 		$8.98M Sell
23,000
-11,400
-33% -$5.27M 0.03% 298
2023
Q4 		$17.6M Buy
34,400
+28,200
+455% +$12.2M 0.05% 236
2023
Q3 		$2.39M Buy
+6,200
New +$2.37M 0.01% 664
2022
Q2 		– Sell
-4,800
Closed -$1.75M – 1997
2022
Q1 		$1.75M Buy
+4,800
New +$1.56M ﹤0.01% 1122
2021
Q4 		– Sell
-500
Closed -$202K – 1988
2021
Q3 		$202K Buy
+500
New +$200K ﹤0.01% 1690
2021
Q2 		– Sell
-2,300
Closed -$705K – 1799
2021
Q1 		$705K Sell
2,300
-10,400
-82% -$3.41M ﹤0.01% 1202
2020
Q4 		$4.42M Sell
12,700
-19,700
-61% -$6.84M 0.01% 632
2020
Q3 		$10.7M Buy
32,400
+15,100
+87% +$5.04M 0.05% 309
2020
Q2 		$5.4M Buy
+17,300
New +$4.42M 0.04% 411
2019
Q3 		– Sell
-5,800
Closed -$1.04M – 1411
2019
Q2 		$1.04M Sell
5,800
-58,900
-91% -$10.2M 0.01% 932
2019
Q1 		$10.6M Buy
+64,700
New +$9.45M 0.1% 200
2017
Q4 		– Sell
-17,200
Closed -$1.07M – 589
2017
Q3 		$1.07M Sell
17,200
-110,400
-87% -$6.65M 0.04% 208
2017
Q2 		$7.61M Buy
127,600
+10,200
+9% +$531K 0.21% 94
2017
Q1 		$6.08M Buy
+117,400
New +$7.73M 0.15% 114

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.