ECM
LULU icon

Elgethun Capital Management’s lululemon athletica LULU Stock Holding History

Elgethun 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
Q2 		$9.86M Buy
+86,396
New +$11.5M 1.37% 22
2017
Q1 		– Sell
-20
Closed -$1K – 160
2016
Q4 		$1K Buy
+20
New +$1.19K ﹤0.01% 270

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 $3.37T AUM 44.26% 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

Elgethun Capital Management's LULU Position: Q2 2026 in Review

Elgethun Capital Management opened a new position in lululemon athletica (LULU) in Q2 2026: 86,396 shares worth $9.86M. The stake represents 1.37% of the portfolio and ranks #22 among its holdings. This is a return to the name: Elgethun Capital Management previously reported a position in LULU as recently as Q4 2016.

Elgethun Capital Management first reported a position in LULU in Q4 2016 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Elgethun Capital Management held 86,396 shares of lululemon athletica worth $9.86M as of Q2 2026.
  • lululemon athletica was a new Elgethun Capital Management position in Q2 2026.
  • lululemon athletica made up 1.37% of Elgethun Capital Management's portfolio in Q2 2026, its #22 holding.
  • Elgethun Capital Management first reported a position in lululemon athletica in Q4 2016 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.