Morningstar Investment Management’s lululemon athletica LULU Stock Holding History

Morningstar Investment 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 Q2	$1.51M	Hold	9,834	–	–	0.09%	189
2026 Q1	$1.51M	Sell	9,834 -1,689	-15%	-$303K	0.09%	187
2025 Q4	$2.4M	Sell	11,523 -1,901	-14%	-$344K	0.14%	145
2025 Q3	$2.39M	Buy	+13,424	New	+$2.69M	0.09%	224
2025 Q1	–	Sell	-525	Closed	-$201K	–	158
2024 Q4	$201K	Buy	+525	New	+$171K	0.02%	210
2024 Q1	–	Sell	-511	Closed	-$261K	–	204
2023 Q4	$261K	Buy	+511	New	+$221K	0.03%	163

Other funds holding LULU

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Morningstar Investment Management's LULU Position: Q2 2026 in Review

Morningstar Investment Management held its lululemon athletica (LULU) position steady in Q2 2026 at 9,834 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #189.

Morningstar Investment Management first reported a position in LULU in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.4M in Q4 2025. 313 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Morningstar Investment Management held 9,834 shares of lululemon athletica worth $1.51M as of Q2 2026.
Morningstar Investment Management left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up 0.09% of Morningstar Investment Management's portfolio in Q2 2026, its #189 holding.
Morningstar Investment Management first reported a position in lululemon athletica in Q4 2023 and has held it in 6 quarters since.
Morningstar Investment Management's lululemon athletica position peaked at $2.4M in Q4 2025.
313 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.