PF
LULU icon

Phoenix Financial’s lululemon athletica LULU Stock Holding History

Phoenix Financial’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 		$1.32M Buy
8,632
+959
+12% +$172K 0.01% 204
2025
Q4 		$1.59M Buy
+7,673
New +$1.39M 0.02% 197
2024
Q2 		– Sell
-1,058
Closed -$412K – 406
2024
Q1 		$412K Buy
+1,058
New +$489K 0.01% 286
2022
Q1 		– Sell
-564
Closed -$221K – 432
2021
Q4 		$221K Buy
+564
New +$241K ﹤0.01% 359

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

Phoenix Financial's LULU Position: Q1 2026 in Review

Phoenix Financial increased its lululemon athletica (LULU) stake by 12% in Q1 2026, buying an estimated $172K and bringing the position to 8,632 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #204.

Phoenix Financial first reported a position in LULU in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.59M in Q4 2025. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Phoenix Financial held 8,632 shares of lululemon athletica worth $1.32M as of Q1 2026.
  • Phoenix Financial bought 959 lululemon athletica shares in Q1 2026, an estimated $172K.
  • lululemon athletica made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #204 holding.
  • Phoenix Financial first reported a position in lululemon athletica in Q4 2021 and has held it in 4 quarters since.
  • Phoenix Financial's lululemon athletica position peaked at $1.59M in Q4 2025.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.