National Bank of Canada
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National Bank of Canada’s lululemon athletica LULU Stock Holding History

National Bank of Canada’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 		$40.5M Sell
264,486
-450,676
-63% -$80.8M 0.04% 327
2025
Q4 		$149M Buy
715,162
+269,879
+61% +$48.9M 0.14% 135
2025
Q3 		$79.2M Buy
445,283
+270,004
+154% +$54.1M 0.08% 214
2025
Q2 		$41.7M Buy
175,279
+22,888
+15% +$6.3M 0.04% 343
2025
Q1 		$43.1M Buy
152,391
+80,398
+112% +$29.5M 0.05% 330
2024
Q4 		$27.5M Sell
71,993
-61,616
-46% -$20.1M 0.03% 476
2024
Q3 		$36.3M Buy
133,609
+56,070
+72% +$14.9M 0.04% 358
2024
Q2 		$23.4M Buy
77,539
+19,446
+33% +$6.5M 0.03% 355
2024
Q1 		$20.5M Sell
58,093
-51,221
-47% -$23.7M 0.03% 402
2023
Q4 		$55.2M Sell
109,314
-133,789
-55% -$57.8M 0.09% 206
2023
Q3 		$93M Buy
243,103
+197,457
+433% +$75.4M 0.14% 142
2023
Q2 		$17.3M Buy
45,646
+25,629
+128% +$9.46M 0.03% 398
2023
Q1 		$7.3M Buy
20,017
+2,677
+15% +$839K 0.02% 500
2022
Q4 		$5.49M Sell
17,340
-12,203
-41% -$4.01M 0.01% 579
2022
Q3 		$8.25M Buy
29,543
+15,270
+107% +$4.73M 0.04% 402
2022
Q2 		$3.9M Sell
14,273
-73,050
-84% -$23.4M 0.02% 617
2022
Q1 		$31.9M Buy
87,323
+62,254
+248% +$20.3M 0.09% 203
2021
Q4 		$9.8M Buy
+25,069
New +$10.7M 0.03% 391

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

National Bank of Canada's LULU Position: Q1 2026 in Review

National Bank of Canada reduced its lululemon athletica (LULU) stake by 63% in Q1 2026, selling an estimated $80.8M and leaving 264,486 shares worth $40.5M. The position accounts for 0.04% of the portfolio, ranked #327.

National Bank of Canada first reported a position in LULU in Q4 2021 and has held it in 18 quarters since. The position peaked at $149M in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • National Bank of Canada held 264,486 shares of lululemon athletica worth $40.5M as of Q1 2026.
  • National Bank of Canada sold 450,676 lululemon athletica shares in Q1 2026, an estimated $80.8M.
  • lululemon athletica made up 0.04% of National Bank of Canada's portfolio in Q1 2026, its #327 holding.
  • National Bank of Canada first reported a position in lululemon athletica in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's lululemon athletica position peaked at $149M in Q4 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.