Formula Growth’s lululemon athletica LULU Stock Holding History

Formula Growth’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	$2.85M	Buy	25,000 +5,000	+25%	+$668K	1%	33
2026 Q1	$3.06M	Buy	20,000 +14,000	+233%	+$2.51M	1.38%	16
2025 Q4	$1.25M	Buy	+6,000	New	+$1.09M	0.48%	83
2025 Q3	–	Sell	-5,000	Closed	-$1.19M	–	132
2025 Q2	$1.19M	Buy	+5,000	New	+$1.38M	0.45%	90
2024 Q2	–	Sell	-5,500	Closed	-$2.15M	–	117
2024 Q1	$2.15M	Buy	+5,500	New	+$2.54M	0.69%	59
2016 Q4	–	Sell	-73,000	Closed	-$4.45M	–	144
2016 Q3	$4.45M	Buy	73,000 +1,205	+2%	+$89K	1.01%	32
2016 Q2	$5.3M	Sell	71,795 -7,205	-9%	-$478K	1.29%	18
2016 Q1	$5.35M	Sell	79,000 -61,600	-44%	-$3.7M	1.28%	20
2015 Q4	$7.38M	Buy	+140,600	New	+$7.08M	1.72%	11

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

Formula Growth's LULU Position: Q2 2026 in Review

Formula Growth increased its lululemon athletica (LULU) stake by 25% in Q2 2026, buying an estimated $668K and bringing the position to 25,000 shares worth $2.85M. The position accounts for 1% of the portfolio, ranked #33.

Formula Growth first reported a position in LULU in Q4 2015 and has held it in 9 quarters since. The position peaked at $7.38M in Q4 2015. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Formula Growth held 25,000 shares of lululemon athletica worth $2.85M as of Q2 2026.
Formula Growth bought 5,000 lululemon athletica shares in Q2 2026, an estimated $668K.
lululemon athletica made up 1% of Formula Growth's portfolio in Q2 2026, its #33 holding.
Formula Growth first reported a position in lululemon athletica in Q4 2015 and has held it in 9 quarters since.
Formula Growth's lululemon athletica position peaked at $7.38M in Q4 2015.
846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.