FG
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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
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 1.76% 11

Other funds holding LULU

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return