LOIM
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Liberty One Investment Management’s lululemon athletica LULU Stock Holding History

Liberty One Investment 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
Q2 		$225K Buy
1,971
+415
+27% +$55.4K 0.02% 144
2026
Q1 		$238K Buy
1,556
+415
+36% +$74.4K 0.02% 151
2025
Q4 		$237K Sell
1,141
-2,180
-66% -$395K 0.03% 121
2025
Q3 		$590K Sell
3,321
-885
-21% -$177K 0.03% 121
2025
Q2 		$999K Buy
4,206
+757
+22% +$209K 0.1% 86
2025
Q1 		$976K Buy
3,449
+67
+2% +$24.6K 0.1% 85
2024
Q4 		$1.29M Buy
3,382
+664
+24% +$217K 0.14% 83
2024
Q3 		$738K Sell
2,718
-25
-0.9% -$6.63K 0.08% 108
2024
Q2 		$819K Buy
2,743
+415
+18% +$139K 0.09% 95
2024
Q1 		$909K Sell
2,328
-124
-5% -$57.3K 0.1% 88
2023
Q4 		$1.25M Sell
2,452
-128
-5% -$55.3K 0.15% 77
2023
Q3 		$995K Sell
2,580
-87
-3% -$33.2K 0.14% 74
2023
Q2 		$1.01M Sell
2,667
-244
-8% -$90K 0.13% 76
2023
Q1 		$1.06M Sell
2,911
-3
-0.1% -$941 0.14% 78
2022
Q4 		$934K Sell
2,914
-138
-5% -$45.4K 0.13% 84
2022
Q3 		$853K Buy
3,052
+91
+3% +$28.2K 0.14% 85
2022
Q2 		$1.08M Sell
2,961
-176
-6% -$56.4K 0.18% 87
2022
Q1 		$1.15M Sell
3,137
-126
-4% -$41K 0.17% 82
2021
Q4 		$1.28M Buy
3,263
+311
+11% +$133K 0.19% 76
2021
Q3 		$1.2M Sell
2,952
-9
-0.3% -$3.6K 0.2% 80
2021
Q2 		$1.08M Buy
2,961
+236
+9% +$77.7K 0.18% 87
2021
Q1 		$836K Buy
2,725
+122
+5% +$40K 0.15% 101
2020
Q4 		$906K Buy
2,603
+22
+0.9% +$7.64K 0.17% 88
2020
Q3 		$850K Buy
2,581
+311
+14% +$104K 0.17% 79
2020
Q2 		$708K Sell
2,270
-2,362
-51% -$604K 0.16% 87
2020
Q1 		$878K Sell
4,632
-524
-10% -$117K 0.23% 65
2019
Q4 		$1.19M Buy
+5,156
New +$1.1M 0.26% 60

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

Liberty One Investment Management's LULU Position: Q2 2026 in Review

Liberty One Investment Management increased its lululemon athletica (LULU) stake by 27% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,971 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #144.

Liberty One Investment Management first reported a position in LULU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q4 2024. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Liberty One Investment Management held 1,971 shares of lululemon athletica worth $225K as of Q2 2026.
  • Liberty One Investment Management bought 415 lululemon athletica shares in Q2 2026, an estimated $55.4K.
  • lululemon athletica made up 0.02% of Liberty One Investment Management's portfolio in Q2 2026, its #144 holding.
  • Liberty One Investment Management first reported a position in lululemon athletica in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's lululemon athletica position peaked at $1.29M in Q4 2024.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.