Plato Investment Management’s lululemon athletica LULU Stock Holding History

Plato Investment 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
2026 Q1	$3.22K	Buy	+21	New	+$3.77K	﹤0.01%	490
2025 Q4	–	Sell	-3,030	Closed	-$535K	–	535
2025 Q3	$535K	Sell	3,030 -888	-23%	-$178K	0.04%	336
2025 Q2	$927K	Buy	3,918 +2	+0.1%	+$551	0.07%	265
2025 Q1	$1.12M	Buy	3,916 +487	+14%	+$179K	0.09%	230
2024 Q4	$1.32M	Sell	3,429 -449	-12%	-$147K	0.1%	223
2024 Q3	$1.05M	Buy	+3,878	New	+$1.03M	0.09%	236

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

Plato Investment Management's LULU Position: Q1 2026 in Review

Plato Investment Management opened a new position in lululemon athletica (LULU) in Q1 2026: 21 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in LULU as recently as Q3 2025.

Plato Investment Management first reported a position in LULU in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Plato Investment Management held 21 shares of lululemon athletica worth $3.22K as of Q1 2026.
lululemon athletica was a new Plato Investment Management position in Q1 2026.
lululemon athletica made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #490 holding.
Plato Investment Management first reported a position in lululemon athletica in Q3 2024 and has held it in 6 quarters since.
Plato Investment Management's lululemon athletica position peaked at $1.32M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.