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Legacy Trust’s lululemon athletica LULU Stock Holding History

Legacy Trust’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
Q3 		$738K Buy
6,886
+755
+12% +$85.7K 0.12% 112
2026
Q2 		$700K Buy
6,131
+571
+10% +$76.3K 0.12% 109
2026
Q1 		$851K Buy
5,560
+955
+21% +$171K 0.16% 95
2025
Q4 		$957K Sell
4,605
-1,275
-22% -$231K 0.18% 89
2025
Q3 		$1.05M Sell
5,880
-297
-5% -$59.5K 0.21% 80
2025
Q2 		$1.47M Sell
6,177
-5,704
-48% -$1.57M 0.36% 60
2025
Q1 		$3.36M Buy
11,881
+104
+0.9% +$38.2K 0.81% 39
2024
Q4 		$4.5M Buy
11,777
+837
+8% +$273K 1.05% 34
2024
Q3 		$2.97M Sell
10,940
-43
-0.4% -$11.4K 0.68% 52
2024
Q2 		$3.28M Buy
10,983
+300
+3% +$100K 0.82% 42
2024
Q1 		$4.17M Buy
10,683
+231
+2% +$107K 1.04% 35
2023
Q4 		$5.34M Sell
10,452
-258
-2% -$111K 1.39% 24
2023
Q3 		$4.13M Buy
10,710
+495
+5% +$189K 1.2% 30
2023
Q2 		$3.87M Buy
10,215
+330
+3% +$122K 1.07% 33
2023
Q1 		$3.6M Buy
+9,885
New +$3.1M 1.07% 31

Other funds holding LULU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Legacy Trust's LULU Position: Q3 2026 in Review

Legacy Trust increased its lululemon athletica (LULU) stake by 12% in Q3 2026, buying an estimated $85.7K and bringing the position to 6,886 shares worth $738K. The position accounts for 0.12% of the portfolio, ranked #112.

Legacy Trust first reported a position in LULU in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.34M in Q4 2023. 413 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Legacy Trust held 6,886 shares of lululemon athletica worth $738K as of Q3 2026.
  • Legacy Trust bought 755 lululemon athletica shares in Q3 2026, an estimated $85.7K.
  • lululemon athletica made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #112 holding.
  • Legacy Trust first reported a position in lululemon athletica in Q1 2023 and has held it in 15 quarters since.
  • Legacy Trust's lululemon athletica position peaked at $5.34M in Q4 2023.
  • 413 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.