PCM
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Polymer Capital Management’s lululemon athletica LULU Stock Holding History

Polymer 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
2026
Q1 		$471K Sell
3,074
-4,088
-57% -$733K 0.05% 441
2025
Q4 		$1.49M Buy
+7,162
New +$1.3M 0.16% 144
2025
Q1 		– Sell
-888
Closed -$340K – 564
2024
Q4 		$340K Buy
+888
New +$290K 0.09% 152

Other funds holding LULU

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Polymer Capital Management reduced its lululemon athletica (LULU) stake by 57% in Q1 2026, selling an estimated $733K and leaving 3,074 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #441.

Polymer Capital Management first reported a position in LULU in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Polymer Capital Management held 3,074 shares of lululemon athletica worth $471K as of Q1 2026.
  • Polymer Capital Management sold 4,088 lululemon athletica shares in Q1 2026, an estimated $733K.
  • lululemon athletica made up 0.05% of Polymer Capital Management's portfolio in Q1 2026, its #441 holding.
  • Polymer Capital Management first reported a position in lululemon athletica in Q4 2024 and has held it in 3 quarters since.
  • Polymer Capital Management's lululemon athletica position peaked at $1.49M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

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