Grantham, Mayo, Van Otterloo & Co (GMO)’s lululemon athletica LULU Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$24.8M	Buy	216,969 +88,833	+69%	+$11.9M	0.06%	159
2026 Q1	$19.6M	Buy	128,136 +70,441	+122%	+$12.6M	0.05%	189
2025 Q4	$12M	Buy	+57,695	New	+$10.5M	0.03%	226
2023 Q2	–	Sell	-2,700	Closed	-$983K	–	721
2023 Q1	$983K	Buy	2,700 +1,700	+170%	+$533K	0.01%	486
2022 Q4	$320K	Buy	+1,000	New	+$329K	﹤0.01%	624
2015 Q4	–	Sell	-44,300	Closed	-$2.24M	–	586
2015 Q3	$2.24M	Sell	44,300 -200	-0.4%	-$12.2K	0.01%	318
2015 Q2	$2.91M	Buy	44,500 +200	+0.5%	+$13K	0.01%	304
2015 Q1	$2.84M	Sell	44,300 -3,500	-7%	-$224K	0.01%	313
2014 Q4	$2.67M	Buy	47,800 +29,700	+164%	+$1.35M	0.01%	310
2014 Q3	$760K	Buy	+18,100	New	+$729K	﹤0.01%	392

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s LULU Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its lululemon athletica (LULU) stake by 69% in Q2 2026, buying an estimated $11.9M and bringing the position to 216,969 shares worth $24.8M. The position accounts for 0.06% of the portfolio, ranked #159.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LULU in Q3 2014 and has held it in 10 quarters since. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 216,969 shares of lululemon athletica worth $24.8M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 88,833 lululemon athletica shares in Q2 2026, an estimated $11.9M.
lululemon athletica made up 0.06% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #159 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in lululemon athletica in Q3 2014 and has held it in 10 quarters since.
847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.