Letko, Brosseau & Associates’s lululemon athletica LULU Stock Holding History

Letko, Brosseau & Associates’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	$31.1M	Buy	272,068 +88,225	+48%	+$11.8M	0.46%	61
2026 Q1	$28.1M	Buy	183,843 +7,205	+4%	+$1.29M	0.45%	58
2025 Q4	$36.7M	Sell	176,638 -16,996	-9%	-$3.08M	0.6%	52
2025 Q3	$34.5M	Buy	193,634 +127,350	+192%	+$25.5M	0.59%	53
2025 Q2	$15.7M	Buy	66,284 +2,339	+4%	+$644K	0.3%	60
2025 Q1	$18.1M	Sell	63,945 -225	-0.4%	-$82.5K	0.38%	58
2024 Q4	$24.5M	Buy	64,170 +870	+1%	+$284K	0.47%	56
2024 Q3	$17.2M	Buy	+63,300	New	+$16.8M	0.31%	64

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Letko, Brosseau & Associates's LULU Position: Q2 2026 in Review

Letko, Brosseau & Associates increased its lululemon athletica (LULU) stake by 48% in Q2 2026, buying an estimated $11.8M and bringing the position to 272,068 shares worth $31.1M. The position accounts for 0.46% of the portfolio, ranked #61.

Letko, Brosseau & Associates first reported a position in LULU in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.7M in Q4 2025. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Letko, Brosseau & Associates held 272,068 shares of lululemon athletica worth $31.1M as of Q2 2026.
Letko, Brosseau & Associates bought 88,225 lululemon athletica shares in Q2 2026, an estimated $11.8M.
lululemon athletica made up 0.46% of Letko, Brosseau & Associates's portfolio in Q2 2026, its #61 holding.
Letko, Brosseau & Associates first reported a position in lululemon athletica in Q3 2024 and has held it in 8 quarters since.
Letko, Brosseau & Associates's lululemon athletica position peaked at $36.7M in Q4 2025.
846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.