LMR Partners’s lululemon athletica LULU Stock Holding History

LMR Partners’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	$8.31M	Sell	54,300 -5,700	-10%	-$1.02M	0.02%	485
2025 Q4	$12.5M	Sell	60,000 -67,200	-53%	-$12.2M	0.02%	302
2025 Q3	$22.6M	Buy	127,200 +108,600	+584%	+$21.8M	0.1%	157
2025 Q2	$4.42M	Buy	+18,600	New	+$5.12M	0.03%	479
2024 Q4	–	Sell	-5,500	Closed	-$1.49M	–	1438
2024 Q3	$1.49M	Hold	5,500	–	–	0.01%	673
2024 Q2	$1.64M	Sell	5,500 -7,500	-58%	-$2.51M	0.01%	581
2024 Q1	$5.08M	Buy	13,000 +5,500	+73%	+$2.54M	0.05%	325
2023 Q4	$3.83M	Sell	7,500 -4,000	-35%	-$1.73M	0.04%	363
2023 Q3	$4.43M	Buy	11,500 +7,100	+161%	+$2.71M	0.05%	272
2023 Q2	$1.67M	Buy	+4,400	New	+$1.62M	0.02%	372

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's LULU Position: Q1 2026 in Review

LMR Partners reduced its lululemon athletica (LULU) stake by 95% in Q1 2026, selling an estimated $12.5M and leaving 3,578 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

LMR Partners first reported a position in LULU in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.2M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

LMR Partners held 3,578 shares of lululemon athletica worth $548K as of Q1 2026.
LMR Partners sold 69,721 lululemon athletica shares in Q1 2026, an estimated $12.5M.
lululemon athletica made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1073 holding.
LMR Partners first reported a position in lululemon athletica in Q1 2023 and has held it in 7 quarters since.
LMR Partners's lululemon athletica position peaked at $15.2M in Q4 2025.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.