De Burlo Group’s lululemon athletica LULU Stock Holding History

De Burlo 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 Q2	$229K	Hold	2,005	–	–	0.04%	88
2026 Q1	$307K	Sell	2,005 -71,920	-97%	-$12.9M	0.07%	78
2025 Q4	$15.4M	Buy	73,925 +13,800	+23%	+$2.5M	1.86%	22
2025 Q3	$10.7M	Buy	+60,125	New	+$12M	1.29%	27
2023 Q3	–	Sell	-27,100	Closed	-$10.3M	–	84
2023 Q2	$10.3M	Buy	+27,100	New	+$10M	1.71%	23
2021 Q1	–	Sell	-22,300	Closed	-$7.76M	–	94
2020 Q4	$7.76M	Buy	22,300 +9,000	+68%	+$3.13M	1.27%	31
2020 Q3	$4.38M	Sell	13,300 -4,500	-25%	-$1.5M	0.8%	37
2020 Q2	$3.37M	Hold	17,800	–	–	0.95%	32
2020 Q1	$3.37M	Sell	17,800 -36,050	-67%	-$8.07M	0.95%	32
2019 Q4	$12.5M	Buy	+53,850	New	+$11.5M	2.52%	13
2018 Q4	–	Sell	-49,000	Closed	-$7.96M	–	103
2018 Q3	$7.96M	Buy	+49,000	New	+$6.72M	1.49%	22
2017 Q1	–	Sell	-32,600	Closed	-$2.12M	–	105
2016 Q4	$2.12M	Buy	+32,600	New	+$1.94M	0.52%	54

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

De Burlo Group's LULU Position: Q2 2026 in Review

De Burlo Group held its lululemon athletica (LULU) position steady in Q2 2026 at 2,005 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #88.

De Burlo Group first reported a position in LULU in Q4 2016 and has held it in 12 quarters since. The position peaked at $15.4M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

De Burlo Group held 2,005 shares of lululemon athletica worth $229K as of Q2 2026.
De Burlo Group left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up 0.04% of De Burlo Group's portfolio in Q2 2026, its #88 holding.
De Burlo Group first reported a position in lululemon athletica in Q4 2016 and has held it in 12 quarters since.
De Burlo Group's lululemon athletica position peaked at $15.4M in Q4 2025.
847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.