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Coldstream Capital Management’s lululemon athletica LULU Stock Holding History

Coldstream Capital Management’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 		$368K Buy
2,403
+236
+11% +$42.3K ﹤0.01% 850
2025
Q4 		$450K Buy
2,167
+959
+79% +$174K 0.01% 764
2025
Q3 		$215K Sell
1,208
-246
-17% -$49.3K ﹤0.01% 1113
2025
Q2 		$345K Sell
1,454
-108
-7% -$29.8K 0.01% 814
2025
Q1 		$442K Buy
1,562
+69
+5% +$25.3K 0.01% 668
2024
Q4 		$571K Buy
1,493
+429
+40% +$140K 0.01% 549
2024
Q3 		$304K Buy
+1,064
New +$282K 0.01% 834
2024
Q2 		– Sell
-655
Closed -$256K – 1020
2024
Q1 		$256K Sell
655
-110
-14% -$50.8K 0.01% 835
2023
Q4 		$391K Buy
+765
New +$331K 0.01% 603
2023
Q2 		– Sell
-679
Closed -$247K – 851
2023
Q1 		$247K Sell
679
-532
-44% -$167K 0.01% 691
2022
Q4 		$388K Buy
+1,211
New +$398K 0.01% 510
2022
Q2 		$480K Buy
+1,758
New +$563K 0.02% 407
2022
Q1 		– Sell
-1,439
Closed -$563K – 824
2021
Q4 		$563K Sell
1,439
-356
-20% -$152K 0.02% 385
2021
Q3 		$591K Buy
1,795
+363
+25% +$145K 0.03% 236
2021
Q2 		$523K Sell
1,432
-58
-4% -$19.1K 0.02% 272
2021
Q1 		$457K Sell
1,490
-14
-0.9% -$4.6K 0.03% 235
2020
Q4 		$523K Sell
1,504
-291
-16% -$101K 0.03% 209
2020
Q3 		$591K Sell
1,795
-1,458
-45% -$487K 0.05% 176
2020
Q2 		$1.01M Buy
3,253
+855
+36% +$219K 0.09% 119
2020
Q1 		$454K Buy
2,398
+705
+42% +$158K 0.05% 180
2019
Q4 		$392K Buy
+1,693
New +$361K 0.03% 227

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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 $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's LULU Position: Q1 2026 in Review

Coldstream Capital Management increased its lululemon athletica (LULU) stake by 11% in Q1 2026, buying an estimated $42.3K and bringing the position to 2,403 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Coldstream Capital Management first reported a position in LULU in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.01M in Q2 2020. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Coldstream Capital Management held 2,403 shares of lululemon athletica worth $368K as of Q1 2026.
  • Coldstream Capital Management bought 236 lululemon athletica shares in Q1 2026, an estimated $42.3K.
  • lululemon athletica made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #850 holding.
  • Coldstream Capital Management first reported a position in lululemon athletica in Q4 2019 and has held it in 21 quarters since.
  • Coldstream Capital Management's lululemon athletica position peaked at $1.01M in Q2 2020.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.