SMA
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Sage Mountain Advisors’s lululemon athletica LULU Stock Holding History

Sage Mountain Advisors’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 		$617K Sell
4,031
-1,434
-26% -$257K 0.04% 122
2025
Q4 		$1.14M Buy
5,465
+2,152
+65% +$390K 0.06% 147
2025
Q3 		$589K Buy
3,313
+2,018
+156% +$404K 0.03% 236
2025
Q2 		$308K Buy
1,295
+154
+13% +$42.4K 0.02% 315
2025
Q1 		$323K Sell
1,141
-73
-6% -$26.8K 0.02% 288
2024
Q4 		$464K Buy
1,214
+189
+18% +$61.7K 0.03% 222
2024
Q3 		$278K Buy
1,025
+190
+23% +$50.4K 0.02% 302
2024
Q2 		$249K Sell
835
-12
-1% -$4.01K 0.02% 298
2024
Q1 		$331K Sell
847
-58
-6% -$26.8K 0.03% 220
2023
Q4 		$463K Buy
905
+96
+12% +$41.5K 0.05% 141
2023
Q3 		$312K Buy
809
+26
+3% +$9.93K 0.04% 183
2023
Q2 		$296K Sell
783
-6
-0.8% -$2.21K 0.04% 180
2023
Q1 		$287K Buy
+789
New +$247K 0.05% 173
2022
Q1 		– Sell
-623
Closed -$244K – 669
2021
Q4 		$244K Buy
623
+1
+0.2% +$427 0.03% 482
2021
Q3 		$252K Hold
622
– – 0.04% 391
2021
Q2 		$227K Buy
+622
New +$205K 0.04% 368
2021
Q1 		– Sell
-591
Closed -$206K – 466
2020
Q4 		$206K Buy
+591
New +$205K 0.07% 172

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

Sage Mountain Advisors's LULU Position: Q1 2026 in Review

Sage Mountain Advisors reduced its lululemon athletica (LULU) stake by 26% in Q1 2026, selling an estimated $257K and leaving 4,031 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #122.

Sage Mountain Advisors first reported a position in LULU in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Sage Mountain Advisors held 4,031 shares of lululemon athletica worth $617K as of Q1 2026.
  • Sage Mountain Advisors sold 1,434 lululemon athletica shares in Q1 2026, an estimated $257K.
  • lululemon athletica made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #122 holding.
  • Sage Mountain Advisors first reported a position in lululemon athletica in Q4 2020 and has held it in 17 quarters since.
  • Sage Mountain Advisors's lululemon athletica position peaked at $1.14M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.