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Jensen Investment Management’s lululemon athletica LULU Stock Holding History

Jensen Investment 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 		– Sell
-3,920
Closed -$815K – 88
2025
Q4 		$815K Sell
3,920
-4,300
-52% -$779K 0.01% 83
2025
Q3 		$1.46M Buy
+8,220
New +$1.65M 0.02% 79

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 $22.1B AUM 6.81% 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

Jensen Investment Management's LULU Position: Q1 2026 in Review

Jensen Investment Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 3,920 shares — an estimated $815K sold.

Jensen Investment Management first reported a position in LULU in Q3 2025 and held it in 2 quarters. The position peaked at $1.46M in Q3 2025. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Jensen Investment Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Jensen Investment Management sold 3,920 lululemon athletica shares in Q1 2026, an estimated $815K.
  • Jensen Investment Management first reported a position in lululemon athletica in Q3 2025 and held it in 2 quarters.
  • Jensen Investment Management's lululemon athletica position peaked at $1.46M in Q3 2025.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Jensen Investment Management's 13F filing for Q1 2026, filed 5 May 2026.