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Clean Yield Group’s lululemon athletica LULU Stock Holding History

Clean Yield 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 		$2.18M Buy
14,231
+4,774
+50% +$856K 0.61% 54
2025
Q4 		$1.97M Sell
9,457
-3,743
-28% -$678K 0.55% 57
2025
Q3 		$2.35M Buy
13,200
+1,905
+17% +$382K 0.66% 51
2025
Q2 		$2.68M Buy
11,295
+419
+4% +$115K 0.8% 44
2025
Q1 		$3.08M Buy
10,876
+3,173
+41% +$1.16M 1% 37
2024
Q4 		$2.95M Buy
7,703
+7,667
+21,297% +$2.5M 0.94% 37
2024
Q3 		$9.77K Hold
36
– – ﹤0.01% 331
2024
Q2 		$10.8K Hold
36
– – ﹤0.01% 308
2024
Q1 		$14.1K Hold
36
– – 0.01% 305
2023
Q4 		$18.4K Hold
36
– – 0.01% 285
2023
Q3 		$13.4K Hold
36
– – 0.01% 307
2023
Q2 		$13.6K Hold
36
– – 0.01% 312
2023
Q1 		$13.1K Hold
36
– – 0.01% 313
2022
Q4 		$11.5K Hold
36
– – 0.01% 330
2022
Q3 		$10K Hold
36
– – ﹤0.01% 327
2022
Q2 		$10K Hold
36
– – ﹤0.01% 340
2022
Q1 		$13K Sell
36
-30
-45% -$9.76K ﹤0.01% 342
2021
Q4 		$26K Sell
66
-20
-23% -$8.55K 0.01% 306
2021
Q3 		$35K Hold
86
– – 0.01% 287
2021
Q2 		$31K Buy
+86
New +$28.3K 0.01% 286
2021
Q1 		– Sell
-86
Closed -$30K – 273
2020
Q4 		$30K Hold
86
– – 0.01% 285
2020
Q3 		$28K Buy
86
+35
+69% +$11.7K 0.01% 252
2020
Q2 		$16K Hold
51
– – 0.01% 276
2020
Q1 		$10K Buy
+51
New +$11.4K ﹤0.01% 308

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

Clean Yield Group's LULU Position: Q1 2026 in Review

Clean Yield Group increased its lululemon athletica (LULU) stake by 50% in Q1 2026, buying an estimated $856K and bringing the position to 14,231 shares worth $2.18M. The position accounts for 0.61% of the portfolio, ranked #54.

Clean Yield Group first reported a position in LULU in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.08M in Q1 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Clean Yield Group held 14,231 shares of lululemon athletica worth $2.18M as of Q1 2026.
  • Clean Yield Group bought 4,774 lululemon athletica shares in Q1 2026, an estimated $856K.
  • lululemon athletica made up 0.61% of Clean Yield Group's portfolio in Q1 2026, its #54 holding.
  • Clean Yield Group first reported a position in lululemon athletica in Q1 2020 and has held it in 24 quarters since.
  • Clean Yield Group's lululemon athletica position peaked at $3.08M in Q1 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.