Junto Capital Management’s lululemon athletica LULU Stock Holding History

Junto Capital 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	-132,776	Closed	-$27.6M	–	111
2025 Q4	$27.6M	Buy	+132,776	New	+$24.1M	0.61%	63
2023 Q4	–	Sell	-150,093	Closed	-$57.9M	–	93
2023 Q3	$57.9M	Sell	150,093 -34,051	-18%	-$13M	1.37%	28
2023 Q2	$69.7M	Buy	184,144 +134,257	+269%	+$49.5M	1.77%	22
2023 Q1	$18.2M	Sell	49,887 -12,331	-20%	-$3.87M	0.5%	71
2022 Q4	$19.9M	Sell	62,218 -155,323	-71%	-$51.1M	0.57%	63
2022 Q3	$60.8M	Sell	217,541 -86,608	-28%	-$26.9M	1.69%	22
2022 Q2	$82.9M	Buy	+304,149	New	+$97.5M	2.46%	11
2020 Q4	–	Sell	-204,532	Closed	-$67.4M	–	69
2020 Q3	$67.4M	Buy	+204,532	New	+$68.3M	2.45%	15
2017 Q3	–	Sell	-255,700	Closed	-$15.3M	–	41
2017 Q2	$15.3M	Buy	+255,700	New	+$13.3M	1.34%	25

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Junto Capital Management's LULU Position: Q1 2026 in Review

Junto Capital Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 132,776 shares — an estimated $27.6M sold.

Junto Capital Management first reported a position in LULU in Q2 2017 and held it in 9 quarters. The position peaked at $82.9M in Q2 2022. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Junto Capital Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Junto Capital Management sold 132,776 lululemon athletica shares in Q1 2026, an estimated $27.6M.
Junto Capital Management first reported a position in lululemon athletica in Q2 2017 and held it in 9 quarters.
Junto Capital Management's lululemon athletica position peaked at $82.9M in Q2 2022.
956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.