Marshall Wace
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Marshall Wace’s lululemon athletica LULU Stock Holding History

Marshall Wace’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 		$30.6K Sell
200
-500
-71% -$89.6K ﹤0.01% 3018
2025
Q4 		$145K Sell
700
-435,200
-100% -$78.8M ﹤0.01% 2656
2025
Q3 		$77.6M Buy
435,900
+352,100
+420% +$70.6M 0.08% 221
2025
Q2 		$19.9M Buy
+83,800
New +$23.1M 0.02% 585
2024
Q2 		– Sell
-89,000
Closed -$31.4M – 2773
2024
Q1 		$31.4M Buy
+89,000
New +$41.1M 0.05% 362

Other funds holding LULU

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's LULU Position: Q1 2026 in Review

Marshall Wace reduced its lululemon athletica (LULU) stake by 55% in Q1 2026, selling an estimated $235M and leaving 1,057,648 shares worth $162M. The position accounts for 0.16% of the portfolio, ranked #96.

Marshall Wace first reported a position in LULU in Q1 2014 and has held it in 39 quarters since. The position peaked at $493M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Marshall Wace held 1,057,648 shares of lululemon athletica worth $162M as of Q1 2026.
  • Marshall Wace sold 1,312,688 lululemon athletica shares in Q1 2026, an estimated $235M.
  • lululemon athletica made up 0.16% of Marshall Wace's portfolio in Q1 2026, its #96 holding.
  • Marshall Wace first reported a position in lululemon athletica in Q1 2014 and has held it in 39 quarters since.
  • Marshall Wace's lululemon athletica position peaked at $493M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.