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Guggenheim Capital’s lululemon athletica LULU Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-4,000
Closed -$262K – 3139
2013
Q2 		$262K Buy
+4,000
New +$290K ﹤0.01% 2660

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

Guggenheim Capital's LULU Position: Q1 2026 in Review

Guggenheim Capital reduced its lululemon athletica (LULU) stake by 27% in Q1 2026, selling an estimated $2.67M and leaving 40,513 shares worth $6.2M. The position accounts for 0.05% of the portfolio, ranked #383.

Guggenheim Capital first reported a position in LULU in Q4 2013 and has held it in 40 quarters since. The position peaked at $41.2M in Q4 2024. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Guggenheim Capital held 40,513 shares of lululemon athletica worth $6.2M as of Q1 2026.
  • Guggenheim Capital sold 14,881 lululemon athletica shares in Q1 2026, an estimated $2.67M.
  • lululemon athletica made up 0.05% of Guggenheim Capital's portfolio in Q1 2026, its #383 holding.
  • Guggenheim Capital first reported a position in lululemon athletica in Q4 2013 and has held it in 40 quarters since.
  • Guggenheim Capital's lululemon athletica position peaked at $41.2M in Q4 2024.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

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