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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobs Levy Equity Management's LULU Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in lululemon athletica (LULU) in Q1 2026: 15,554 shares worth $2.38M. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in LULU as recently as Q1 2025.

Jacobs Levy Equity Management first reported a position in LULU in Q4 2017 and has held it in 14 quarters since. The position peaked at $190M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Jacobs Levy Equity Management held 15,554 shares of lululemon athletica worth $2.38M as of Q1 2026.
lululemon athletica was a new Jacobs Levy Equity Management position in Q1 2026.
lululemon athletica made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #550 holding.
Jacobs Levy Equity Management first reported a position in lululemon athletica in Q4 2017 and has held it in 14 quarters since.
Jacobs Levy Equity Management's lululemon athletica position peaked at $190M in Q4 2023.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.