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MTM Investment Management’s lululemon athletica LULU Stock Holding History

MTM 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 		$483K Buy
4,230
+1,810
+75% +$242K 0.14% 137
2026
Q1 		$371K Buy
2,420
+50
+2% +$8.96K 0.12% 149
2025
Q4 		$493K Sell
2,370
-165
-7% -$29.9K 0.16% 124
2025
Q3 		$451K Buy
2,535
+2,315
+1,052% +$464K 0.14% 135
2025
Q2 		$52.3K Buy
+220
New +$60.6K 0.02% 331

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

MTM Investment Management increased its lululemon athletica (LULU) stake by 75% in Q2 2026, buying an estimated $242K and bringing the position to 4,230 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #137.

MTM Investment Management first reported a position in LULU in Q2 2025 and has held it in 5 quarters since. The position peaked at $493K in Q4 2025. 845 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • MTM Investment Management held 4,230 shares of lululemon athletica worth $483K as of Q2 2026.
  • MTM Investment Management bought 1,810 lululemon athletica shares in Q2 2026, an estimated $242K.
  • lululemon athletica made up 0.14% of MTM Investment Management's portfolio in Q2 2026, its #137 holding.
  • MTM Investment Management first reported a position in lululemon athletica in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's lululemon athletica position peaked at $493K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.