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Sanibel Captiva Trust Company’s lululemon athletica LULU Stock Holding History

Sanibel Captiva Trust Company’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
Q2 		$322K Sell
2,821
-1,120
-28% -$150K 0.01% 396
2026
Q1 		$603K Hold
3,941
– – 0.02% 282
2025
Q4 		$819K Sell
3,941
-90
-2% -$16.3K 0.02% 245
2025
Q3 		$717K Buy
+4,031
New +$808K 0.02% 254

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanibel Captiva Trust Company's LULU Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its lululemon athletica (LULU) stake by 28% in Q2 2026, selling an estimated $150K and leaving 2,821 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #396.

Sanibel Captiva Trust Company first reported a position in LULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $819K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,821 shares of lululemon athletica worth $322K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 1,120 lululemon athletica shares in Q2 2026, an estimated $150K.
  • lululemon athletica made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #396 holding.
  • Sanibel Captiva Trust Company first reported a position in lululemon athletica in Q3 2025 and has held it in 4 quarters since.
  • Sanibel Captiva Trust Company's lululemon athletica position peaked at $819K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.