Optima Capital’s lululemon athletica LULU Stock Holding History

Optima 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 Q1	–	Sell	-3	Closed	-$623	–	810
2025 Q4	$623	Buy	+3	New	+$543	﹤0.01%	1074

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optima Capital's LULU Position: Q1 2026 in Review

Optima Capital sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 3 shares — an estimated $623 sold.

Optima Capital first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $623 in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Optima Capital reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 lululemon athletica shares in Q1 2026, an estimated $623.
Optima Capital first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
Optima Capital's lululemon athletica position peaked at $623 in Q4 2025.
949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.