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Generate Investment Management’s lululemon athletica LULU Stock Holding History

Generate Investment 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
Q1 		– Sell
-68,697
Closed -$14.3M – 80
2025
Q4 		$14.3M Buy
+68,697
New +$12.4M 0.65% 42
2024
Q3 		– Sell
-11,494
Closed -$3.43M – 79
2024
Q2 		$3.43M Sell
11,494
-7,237
-39% -$2.42M 0.2% 73
2024
Q1 		$7.32M Sell
18,731
-3,908
-17% -$1.81M 0.53% 60
2023
Q4 		$11.6M Buy
+22,639
New +$9.78M 1% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Generate Investment Management's LULU Position: Q1 2026 in Review

Generate Investment Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 68,697 shares — an estimated $14.3M sold.

Generate Investment Management first reported a position in LULU in Q4 2023 and held it in 4 quarters. The position peaked at $14.3M in Q4 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Generate Investment Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Generate Investment Management sold 68,697 lululemon athletica shares in Q1 2026, an estimated $14.3M.
  • Generate Investment Management first reported a position in lululemon athletica in Q4 2023 and held it in 4 quarters.
  • Generate Investment Management's lululemon athletica position peaked at $14.3M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.