LVM Capital Management’s lululemon athletica LULU Stock Holding History

LVM Capital 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 Q1	–	Sell	-2,295	Closed	-$477K	–	167
2025 Q4	$477K	Buy	+2,295	New	+$416K	0.04%	113

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

LVM Capital Management's LULU Position: Q1 2026 in Review

LVM Capital Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 2,295 shares — an estimated $477K sold.

LVM Capital Management first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $477K in Q4 2025. 950 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

LVM Capital Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
LVM Capital Management sold 2,295 lululemon athletica shares in Q1 2026, an estimated $477K.
LVM Capital Management first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
LVM Capital Management's lululemon athletica position peaked at $477K in Q4 2025.
950 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on LVM Capital Management's 13F filing for Q1 2026, filed 2 Apr 2026.