LRI Investments’s lululemon athletica LULU Stock Holding History

LRI Investments’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	$685	Buy	6 +1	+20%	+$134	﹤0.01%	1467
2026 Q1	$766	Hold	5	–	–	﹤0.01%	1339
2025 Q4	$1.04K	Sell	5 -50	-91%	-$9.06K	﹤0.01%	1261
2025 Q3	$9.79K	Hold	55	–	–	﹤0.01%	881
2025 Q2	$13.1K	Hold	55	–	–	﹤0.01%	789
2025 Q1	$15.6K	Hold	55	–	–	﹤0.01%	721
2024 Q4	$21K	Hold	55	–	–	﹤0.01%	654
2024 Q3	$18.2K	Buy	55 +5	+10%	+$1.33K	﹤0.01%	671
2024 Q2	$14.9K	Hold	50	–	–	﹤0.01%	669
2024 Q1	$19.5K	Buy	+50	New	+$23.1K	﹤0.01%	380

Other funds holding LULU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

LRI Investments's LULU Position: Q2 2026 in Review

LRI Investments increased its lululemon athletica (LULU) stake by 20% in Q2 2026, buying an estimated $134 and bringing the position to 6 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

LRI Investments first reported a position in LULU in Q1 2024 and has held it in 10 quarters since. The position peaked at $21K in Q4 2024. 303 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

LRI Investments held 6 shares of lululemon athletica worth $685 as of Q2 2026.
LRI Investments bought 1 lululemon athletica share in Q2 2026, an estimated $134.
lululemon athletica made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1467 holding.
LRI Investments first reported a position in lululemon athletica in Q1 2024 and has held it in 10 quarters since.
LRI Investments's lululemon athletica position peaked at $21K in Q4 2024.
303 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.