Oakworth Capital’s lululemon athletica LULU Stock Holding History

Oakworth Capital’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	$918	Hold	8	–	–	﹤0.01%	894
2026 Q1	$1.23K	Hold	8	–	–	﹤0.01%	812
2025 Q4	$1.66K	Hold	8	–	–	﹤0.01%	808
2025 Q3	$1.42K	Sell	8 -9	-53%	-$1.8K	﹤0.01%	767
2025 Q2	$4.04K	Sell	17 -5	-23%	-$1.38K	﹤0.01%	541
2025 Q1	$6.23K	Buy	22 +5	+29%	+$1.83K	﹤0.01%	560
2024 Q4	$6.5K	Sell	17 -2	-11%	-$653	﹤0.01%	532
2024 Q3	$5.16K	Sell	19 -12	-39%	-$3.19K	﹤0.01%	559
2024 Q2	$9.26K	Hold	31	–	–	﹤0.01%	497
2024 Q1	$12.1K	Hold	31	–	–	﹤0.01%	455
2023 Q4	$15.8K	Buy	31 +12	+63%	+$5.18K	﹤0.01%	434
2023 Q3	$7.33K	Hold	19	–	–	﹤0.01%	473
2023 Q2	$7.19K	Hold	19	–	–	﹤0.01%	510
2023 Q1	$6.92K	Hold	19	–	–	﹤0.01%	476
2022 Q4	$6.09K	Buy	19 +11	+138%	+$3.62K	﹤0.01%	470
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	531
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	525
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	512
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	547
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	536
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	539
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	546
2020 Q4	$3K	Buy	+8	New	+$2.78K	﹤0.01%	521
2017 Q1	–	Sell	-156	Closed	-$9K	–	659
2016 Q4	$9K	Hold	156	–	–	﹤0.01%	468
2016 Q3	$10K	Hold	156	–	–	﹤0.01%	442
2016 Q2	$10K	Hold	156	–	–	﹤0.01%	422
2016 Q1	$11K	Hold	156	–	–	﹤0.01%	366
2015 Q4	$8K	Hold	156	–	–	﹤0.01%	379
2015 Q3	$8K	Hold	156	–	–	﹤0.01%	310
2015 Q2	$10K	Hold	156	–	–	﹤0.01%	301
2015 Q1	$10K	Hold	156	–	–	﹤0.01%	317
2014 Q4	$9K	Hold	156	–	–	﹤0.01%	326
2014 Q3	$6K	Hold	156	–	–	﹤0.01%	316
2014 Q2	$6K	Hold	156	–	–	﹤0.01%	320
2014 Q1	$8K	Hold	156	–	–	0.01%	295
2013 Q4	$9K	Buy	+156	New	+$10.7K	0.01%	271

Other funds holding LULU

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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Oakworth Capital's LULU Position: Q2 2026 in Review

Oakworth Capital held its lululemon athletica (LULU) position steady in Q2 2026 at 8 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Oakworth Capital first reported a position in LULU in Q4 2013 and has held it in 36 quarters since. The position peaked at $15.8K in Q4 2023. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Oakworth Capital held 8 shares of lululemon athletica worth $918 as of Q2 2026.
Oakworth Capital left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #894 holding.
Oakworth Capital first reported a position in lululemon athletica in Q4 2013 and has held it in 36 quarters since.
Oakworth Capital's lululemon athletica position peaked at $15.8K in Q4 2023.
192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.