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Midwest Trust’s lululemon athletica LULU Stock Holding History

Midwest Trust’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
-1,218
Closed -$253K – 608
2025
Q4 		$253K Sell
1,218
-78
-6% -$14.1K ﹤0.01% 537
2025
Q3 		$231K Sell
1,296
-1,462
-53% -$293K ﹤0.01% 556
2025
Q2 		$655K Buy
+2,758
New +$760K 0.01% 389

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

Midwest Trust's LULU Position: Q1 2026 in Review

Midwest Trust sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,218 shares — an estimated $253K sold.

Midwest Trust first reported a position in LULU in Q2 2025 and held it in 3 quarters. The position peaked at $655K in Q2 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Midwest Trust reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Midwest Trust sold 1,218 lululemon athletica shares in Q1 2026, an estimated $253K.
  • Midwest Trust first reported a position in lululemon athletica in Q2 2025 and held it in 3 quarters.
  • Midwest Trust's lululemon athletica position peaked at $655K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.