Jacobs Levy Equity Management’s lululemon athletica LULU Stock Holding History

Jacobs Levy Equity 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 Q2	$79.5M	Buy	696,292 +680,738	+4,377%	+$90.9M	0.29%	91
2026 Q1	$2.38M	Buy	+15,554	New	+$2.79M	0.01%	550
2025 Q2	–	Sell	-51,712	Closed	-$14.6M	–	1111
2025 Q1	$14.6M	Buy	+51,712	New	+$19M	0.06%	276
2024 Q3	–	Sell	-137,555	Closed	-$41.1M	–	1011
2024 Q2	$41.1M	Sell	137,555 -23,990	-15%	-$8.02M	0.17%	130
2024 Q1	$63.1M	Sell	161,545 -209,136	-56%	-$96.7M	0.28%	91
2023 Q4	$190M	Buy	+370,681	New	+$160M	0.95%	17
2023 Q3	–	Sell	-3,081	Closed	-$1.17M	–	1017
2023 Q2	$1.17M	Buy	+3,081	New	+$1.14M	0.01%	671
2020 Q3	–	Sell	-7,624	Closed	-$2.38M	–	1071
2020 Q2	$2.38M	Buy	+7,624	New	+$1.95M	0.03%	493
2019 Q4	–	Sell	-15,492	Closed	-$2.98M	–	1038
2019 Q3	$2.98M	Buy	15,492 +8,272	+115%	+$1.55M	0.04%	431
2019 Q2	$1.3M	Buy	+7,220	New	+$1.25M	0.02%	596
2019 Q1	–	Sell	-28,340	Closed	-$3.45M	–	999
2018 Q4	$3.45M	Sell	28,340 -1,840	-6%	-$247K	0.06%	338
2018 Q3	$4.9M	Sell	30,180 -7,620	-20%	-$1.04M	0.07%	327
2018 Q2	$4.72M	Sell	37,800 -120,230	-76%	-$12.8M	0.07%	321
2018 Q1	$14.1M	Buy	158,030 +91,290	+137%	+$7.3M	0.23%	135
2017 Q4	$5.25M	Buy	+66,740	New	+$4.45M	0.09%	273

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

Jacobs Levy Equity Management's LULU Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its lululemon athletica (LULU) stake by 4,377% in Q2 2026, buying an estimated $90.9M and bringing the position to 696,292 shares worth $79.5M. The position accounts for 0.29% of the portfolio, ranked #91.

Jacobs Levy Equity Management first reported a position in LULU in Q4 2017 and has held it in 15 quarters since. The position peaked at $190M in Q4 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Jacobs Levy Equity Management held 696,292 shares of lululemon athletica worth $79.5M as of Q2 2026.
Jacobs Levy Equity Management bought 680,738 lululemon athletica shares in Q2 2026, an estimated $90.9M.
lululemon athletica made up 0.29% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #91 holding.
Jacobs Levy Equity Management first reported a position in lululemon athletica in Q4 2017 and has held it in 15 quarters since.
Jacobs Levy Equity Management's lululemon athletica position peaked at $190M in Q4 2023.
847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.