OCM
LULU icon

Orion Capital Management’s lululemon athletica LULU Stock Holding History

Orion Capital 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
2024
Q1 		– Sell
-100
Closed -$51.1K – 518
2023
Q4 		$51.1K Buy
+100
New +$43.2K 0.03% 237
2023
Q2 		– Sell
-100
Closed -$36.4K – 314
2023
Q1 		$36.4K Buy
+100
New +$31.4K 0.02% 252

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Orion Capital Management's LULU Position: Q1 2026 in Review

Orion Capital Management held its lululemon athletica (LULU) position steady in Q1 2026 at 35 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Orion Capital Management first reported a position in LULU in Q2 2021 and has held it in 18 quarters since. The position peaked at $123K in Q1 2025. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Orion Capital Management held 35 shares of lululemon athletica worth $5.36K as of Q1 2026.
  • Orion Capital Management left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #398 holding.
  • Orion Capital Management first reported a position in lululemon athletica in Q2 2021 and has held it in 18 quarters since.
  • Orion Capital Management's lululemon athletica position peaked at $123K in Q1 2025.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.