CAM
LULU icon

Costello Asset Management’s lululemon athletica LULU Stock Holding History

Costello Asset 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
Q2 		$5.71K Buy
+50
New +$6.68K ﹤0.01% 573
2024
Q4 		– Sell
-7
Closed -$1.9K – 197
2024
Q3 		$1.9K Hold
7
– – ﹤0.01% 184
2024
Q2 		$2.09K Hold
7
– – ﹤0.01% 163
2024
Q1 		$2.73K Hold
7
– – ﹤0.01% 167
2023
Q4 		$3.58K Hold
7
– – ﹤0.01% 164
2023
Q3 		$2.7K Buy
+7
New +$2.67K ﹤0.01% 179

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $1.89T AUM 35.08% 1-Year Est. Return

Costello Asset Management's LULU Position: Q2 2026 in Review

Costello Asset Management opened a new position in lululemon athletica (LULU) in Q2 2026: 50 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Costello Asset Management previously reported a position in LULU as recently as Q3 2024.

Costello Asset Management first reported a position in LULU in Q3 2023 and has held it in 6 quarters since. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Costello Asset Management held 50 shares of lululemon athletica worth $5.71K as of Q2 2026.
  • lululemon athletica was a new Costello Asset Management position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #573 holding.
  • Costello Asset Management first reported a position in lululemon athletica in Q3 2023 and has held it in 6 quarters since.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.