CAPTRUST Financial Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58M | Buy |
29,913
+14,320
| +92% | +$2.57M | 0.01% | 809 |
|
|
2025
Q4 | $3.24M | Buy |
15,593
+2,674
| +21% | +$484K | 0.01% | 849 |
|
|
2025
Q3 | $2.3M | Buy |
12,919
+995
| +8% | +$199K | ﹤0.01% | 957 |
|
|
2025
Q2 | $2.83M | Buy |
11,924
+193
| +2% | +$53.2K | 0.01% | 822 |
|
|
2025
Q1 | $3.32M | Buy |
11,731
+2,092
| +22% | +$767K | 0.01% | 707 |
|
|
2024
Q4 | $3.69M | Sell |
9,639
-2,779
| -22% | -$907K | 0.01% | 624 |
|
|
2024
Q3 | $3.37M | Sell |
12,418
-514
| -4% | -$136K | 0.01% | 650 |
|
|
2024
Q2 | $3.86M | Buy |
12,932
+2,036
| +19% | +$681K | 0.01% | 573 |
|
|
2024
Q1 | $4.26M | Sell |
10,896
-3,762
| -26% | -$1.74M | 0.02% | 538 |
|
|
2023
Q4 | $7.49M | Buy |
14,658
+3,218
| +28% | +$1.39M | 0.03% | 435 |
|
|
2023
Q3 | $4.41M | Buy |
11,440
+3,404
| +42% | +$1.3M | 0.02% | 557 |
|
|
2023
Q2 | $3.04M | Sell |
8,036
-351
| -4% | -$130K | 0.01% | 679 |
|
|
2023
Q1 | $3.05M | Sell |
8,387
-1,414
| -14% | -$443K | 0.01% | 608 |
|
|
2022
Q4 | $3.14M | Sell |
9,801
-1,592
| -14% | -$524K | 0.02% | 571 |
|
|
2022
Q3 | $3.19M | Buy |
11,393
+3,140
| +38% | +$974K | 0.02% | 530 |
|
|
2022
Q2 | $2.25M | Buy |
8,253
+822
| +11% | +$263K | 0.01% | 566 |
|
|
2022
Q1 | $2.71M | Sell |
7,431
-106
| -1% | -$34.5K | 0.02% | 514 |
|
|
2021
Q4 | $2.95M | Buy |
7,537
+201
| +3% | +$85.9K | 0.02% | 471 |
|
|
2021
Q3 | $2.97M | Sell |
7,336
-431
| -6% | -$173K | 0.02% | 430 |
|
|
2021
Q2 | $2.83M | Sell |
7,767
-453
| -6% | -$149K | 0.03% | 412 |
|
|
2021
Q1 | $2.52M | Buy |
8,220
+2,537
| +45% | +$833K | 0.03% | 410 |
|
|
2020
Q4 | $1.98M | Buy |
5,683
+647
| +13% | +$225K | 0.03% | 407 |
|
|
2020
Q3 | $1.72M | Buy |
5,036
+681
| +16% | +$227K | 0.03% | 371 |
|
|
2020
Q2 | $1.34M | Buy |
4,355
+486
| +13% | +$124K | 0.02% | 428 |
|
|
2020
Q1 | $710K | Sell |
3,869
-7,111
| -65% | -$1.59M | 0.02% | 500 |
|
|
2019
Q4 | $2.56M | Buy |
+10,980
| New | +$2.34M | 0.04% | 331 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$3K | – | 1864 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1436 |
|
|
2018
Q3 | $4K | Sell |
25
-257
| -91% | -$35.2K | ﹤0.01% | 1397 |
|
|
2018
Q2 | $35K | Sell |
282
-14
| -5% | -$1.49K | ﹤0.01% | 770 |
|
|
2018
Q1 | $26K | Buy |
296
+166
| +128% | +$13.3K | ﹤0.01% | 748 |
|
|
2017
Q4 | $10K | Buy |
+130
| New | +$8.67K | ﹤0.01% | 988 |
|
Other funds holding LULU
VCM
VPM
CAPTRUST Financial Advisors's LULU Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its lululemon athletica (LULU) stake by 92% in Q1 2026, buying an estimated $2.57M and bringing the position to 29,913 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #809.
CAPTRUST Financial Advisors first reported a position in LULU in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.49M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- CAPTRUST Financial Advisors held 29,913 shares of lululemon athletica worth $4.58M as of Q1 2026.
- CAPTRUST Financial Advisors bought 14,320 lululemon athletica shares in Q1 2026, an estimated $2.57M.
- lululemon athletica made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #809 holding.
- CAPTRUST Financial Advisors first reported a position in lululemon athletica in Q4 2017 and has held it in 31 quarters since.
- CAPTRUST Financial Advisors's lululemon athletica position peaked at $7.49M in Q4 2023.
- 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.