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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $21.4B AUM 8.31% 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

Legacy Trust's LULU Position: Q1 2026 in Review

Legacy Trust increased its lululemon athletica (LULU) stake by 21% in Q1 2026, buying an estimated $171K and bringing the position to 5,560 shares worth $851K. The position accounts for 0.16% of the portfolio, ranked #95.

Legacy Trust first reported a position in LULU in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.34M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Legacy Trust held 5,560 shares of lululemon athletica worth $851K as of Q1 2026.
  • Legacy Trust bought 955 lululemon athletica shares in Q1 2026, an estimated $171K.
  • lululemon athletica made up 0.16% of Legacy Trust's portfolio in Q1 2026, its #95 holding.
  • Legacy Trust first reported a position in lululemon athletica in Q1 2023 and has held it in 13 quarters since.
  • Legacy Trust's lululemon athletica position peaked at $5.34M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.