JO
LULU icon

John Overdeck’s lululemon athletica LULU Stock Holding History

John Overdeck’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 		$3.05M Sell
26,700
-69,600
-72% -$9.3M ﹤0.01% 2606
2026
Q1 		$14.7M Buy
96,300
+17,700
+23% +$3.17M 0.01% 1150
2025
Q4 		$16.3M Buy
+78,600
New +$14.2M 0.02% 829
2022
Q1 		– Sell
-2,400
Closed -$939K – 3609
2021
Q4 		$939K Sell
2,400
-9,600
-80% -$4.1M ﹤0.01% 2611
2021
Q3 		$4.86M Buy
12,000
+5,000
+71% +$2M 0.01% 1250
2021
Q2 		$2.56M Sell
7,000
-52,400
-88% -$17.3M 0.01% 1674
2021
Q1 		$18.2M Buy
59,400
+44,800
+307% +$14.7M 0.05% 476
2020
Q4 		$5.08M Sell
14,600
-16,600
-53% -$5.76M 0.01% 922
2020
Q3 		$10.3M Buy
31,200
+25,100
+411% +$8.38M 0.04% 498
2020
Q2 		$1.9M Sell
6,100
-31,700
-84% -$8.11M 0.01% 1127
2020
Q1 		$7.17M Buy
37,800
+18,800
+99% +$4.21M 0.06% 364
2019
Q4 		$4.4M Sell
19,000
-16,000
-46% -$3.41M 0.01% 1039
2019
Q3 		$6.74M Buy
35,000
+14,000
+67% +$2.62M 0.02% 719
2019
Q2 		$3.78M Buy
21,000
+16,100
+329% +$2.8M 0.01% 1045
2019
Q1 		$803K Buy
+4,900
New +$716K ﹤0.01% 1960
2018
Q3 		– Sell
-21,000
Closed -$2.62M – 3415
2018
Q2 		$2.62M Buy
21,000
+5,000
+31% +$533K 0.01% 1437
2018
Q1 		$1.43M Buy
+16,000
New +$1.28M ﹤0.01% 1767
2017
Q4 		– Sell
-25,800
Closed -$1.61M – 3299
2017
Q3 		$1.61M Buy
25,800
+19,600
+316% +$1.18M 0.01% 1433
2017
Q2 		$370K Buy
+6,200
New +$323K ﹤0.01% 2529
2016
Q4 		– Sell
-44,000
Closed -$2.68M – 3340
2016
Q3 		$2.68M Buy
44,000
+26,000
+144% +$1.92M 0.01% 1257
2016
Q2 		$1.33M Buy
18,000
+15,000
+500% +$995K 0.01% 1543
2016
Q1 		$203K Buy
+3,000
New +$180K ﹤0.01% 2584

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's LULU Position: Q2 2026 in Review

John Overdeck reduced its lululemon athletica (LULU) stake by 83% in Q2 2026, selling an estimated $9.2M and leaving 13,677 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

John Overdeck first reported a position in LULU in Q3 2013 and has held it in 43 quarters since. The position peaked at $167M in Q2 2018. 841 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • John Overdeck held 13,677 shares of lululemon athletica worth $1.56M as of Q2 2026.
  • John Overdeck sold 68,865 lululemon athletica shares in Q2 2026, an estimated $9.2M.
  • lululemon athletica made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3227 holding.
  • John Overdeck first reported a position in lululemon athletica in Q3 2013 and has held it in 43 quarters since.
  • John Overdeck's lululemon athletica position peaked at $167M in Q2 2018.
  • 841 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.