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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
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

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

Legacy Trust's LULU Position: Q2 2026 in Review

Legacy Trust increased its lululemon athletica (LULU) stake by 10% in Q2 2026, buying an estimated $76.3K and bringing the position to 6,131 shares worth $700K. The position accounts for 0.12% of the portfolio, ranked #109.

Legacy Trust first reported a position in LULU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.34M in Q4 2023. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Legacy Trust held 6,131 shares of lululemon athletica worth $700K as of Q2 2026.
  • Legacy Trust bought 571 lululemon athletica shares in Q2 2026, an estimated $76.3K.
  • lululemon athletica made up 0.12% of Legacy Trust's portfolio in Q2 2026, its #109 holding.
  • Legacy Trust first reported a position in lululemon athletica in Q1 2023 and has held it in 14 quarters since.
  • Legacy Trust's lululemon athletica position peaked at $5.34M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.