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Gladstone Capital Management’s lululemon athletica LULU Stock Holding History

Gladstone 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
Q1 		$686K Hold
3,300
– – 0.07% 18
2025
Q4 		$686K Buy
+3,300
New +$598K 0.07% 17
2025
Q1 		– Sell
-3,100
Closed -$1.19M – 33
2024
Q4 		$1.19M Buy
+3,100
New +$1.01M 0.1% 22
2024
Q2 		– Sell
-600
Closed -$234K – 22
2024
Q1 		$234K Buy
+600
New +$277K 0.02% 19

Other funds holding LULU

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Capital Management's LULU Position: Q1 2026 in Review

Gladstone Capital Management held its lululemon athletica (LULU) position steady in Q1 2026 at 3,300 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #18.

Gladstone Capital Management first reported a position in LULU in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Gladstone Capital Management held 3,300 shares of lululemon athletica worth $686K as of Q1 2026.
  • Gladstone Capital Management left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 0.07% of Gladstone Capital Management's portfolio in Q1 2026, its #18 holding.
  • Gladstone Capital Management first reported a position in lululemon athletica in Q1 2024 and has held it in 4 quarters since.
  • Gladstone Capital Management's lululemon athletica position peaked at $1.19M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Gladstone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.