MA
LULU icon

Modus Advisors’s lululemon athletica LULU Stock Holding History

Modus Advisors’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
-97
Closed -$20.2K – 238
2025
Q4 		$20.2K Buy
+97
New +$17.6K 0.01% 232
2025
Q1 		– Sell
-249
Closed -$95.2K – 218
2024
Q4 		$95.2K Buy
+249
New +$81.3K 0.03% 124
2024
Q1 		– Sell
-562
Closed -$287K – 104
2023
Q4 		$287K Sell
562
-4,015
-88% -$1.73M 0.12% 92
2023
Q3 		$1.76M Buy
4,577
+55
+1% +$21K 0.77% 45
2023
Q2 		$1.71M Buy
4,522
+102
+2% +$37.6K 0.73% 51
2023
Q1 		$1.61M Sell
4,420
-24
-0.5% -$7.52K 0.74% 51
2022
Q4 		$1.42M Buy
4,444
+291
+7% +$95.7K 0.69% 51
2022
Q3 		$1.16M Buy
4,153
+104
+3% +$32.2K 0.61% 51
2022
Q2 		$1.1M Buy
4,049
+90
+2% +$28.8K 0.56% 53
2022
Q1 		$1.45M Buy
3,959
+329
+9% +$107K 0.63% 51
2021
Q4 		$1.42M Sell
3,630
-226
-6% -$96.6K 0.6% 53
2021
Q3 		$1.56M Buy
3,856
+202
+6% +$80.9K 0.68% 50
2021
Q2 		$1.33M Sell
3,654
-15
-0.4% -$4.94K 0.56% 54
2021
Q1 		$1.13M Buy
3,669
+517
+16% +$170K 0.52% 56
2020
Q4 		$1.1M Buy
3,152
+394
+14% +$137K 0.57% 52
2020
Q3 		$908K Buy
2,758
+2,044
+286% +$682K 0.52% 55
2020
Q2 		$223K Buy
+714
New +$183K 0.15% 74

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modus Advisors's LULU Position: Q1 2026 in Review

Modus Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 97 shares — an estimated $20.2K sold.

Modus Advisors first reported a position in LULU in Q2 2020 and held it in 17 quarters. The position peaked at $1.76M in Q3 2023. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Modus Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 97 lululemon athletica shares in Q1 2026, an estimated $20.2K.
  • Modus Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 17 quarters.
  • Modus Advisors's lululemon athletica position peaked at $1.76M in Q3 2023.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.