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Horizon Investments’s lululemon athletica LULU Stock Holding History

Horizon Investments’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 		$718K Buy
4,687
+83
+2% +$14.9K 0.01% 775
2025
Q4 		$957K Sell
4,604
-17
-0.4% -$3.08K 0.01% 642
2025
Q3 		$822K Buy
4,621
+1,071
+30% +$215K 0.01% 673
2025
Q2 		$843K Buy
3,550
+1,940
+120% +$534K 0.01% 606
2025
Q1 		$456K Buy
1,610
+38
+2% +$13.9K 0.01% 388
2024
Q4 		$601K Buy
1,572
+12
+0.8% +$3.92K 0.02% 335
2024
Q3 		$423K Sell
1,560
-384
-20% -$102K 0.01% 389
2024
Q2 		$581K Hold
1,944
– – 0.02% 342
2024
Q1 		$759K Sell
1,944
-105
-5% -$48.5K 0.02% 287
2023
Q4 		$1.05M Buy
+2,049
New +$885K 0.03% 225

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's LULU Position: Q1 2026 in Review

Horizon Investments increased its lululemon athletica (LULU) stake by 1.8% in Q1 2026, buying an estimated $14.9K and bringing the position to 4,687 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #775.

Horizon Investments first reported a position in LULU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2023. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Horizon Investments held 4,687 shares of lululemon athletica worth $718K as of Q1 2026.
  • Horizon Investments bought 83 lululemon athletica shares in Q1 2026, an estimated $14.9K.
  • lululemon athletica made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #775 holding.
  • Horizon Investments first reported a position in lululemon athletica in Q4 2023 and has held it in 10 quarters since.
  • Horizon Investments's lululemon athletica position peaked at $1.05M in Q4 2023.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.