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Saxon Interests’s lululemon athletica LULU Stock Holding History

Saxon Interests’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 		$773K Buy
5,051
+1,391
+38% +$249K 0.27% 96
2025
Q4 		$761K Buy
3,660
+2,376
+185% +$430K 0.27% 84
2025
Q3 		$260K Buy
+1,284
New +$257K 0.1% 177
2023
Q4 		– Sell
-5,302
Closed -$2.04M – 200
2023
Q3 		$2.04M Buy
+5,302
New +$2.03M 1.38% 34

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

Saxon Interests's LULU Position: Q1 2026 in Review

Saxon Interests increased its lululemon athletica (LULU) stake by 38% in Q1 2026, buying an estimated $249K and bringing the position to 5,051 shares worth $773K. The position accounts for 0.27% of the portfolio, ranked #96.

Saxon Interests first reported a position in LULU in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.04M in Q3 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Saxon Interests held 5,051 shares of lululemon athletica worth $773K as of Q1 2026.
  • Saxon Interests bought 1,391 lululemon athletica shares in Q1 2026, an estimated $249K.
  • lululemon athletica made up 0.27% of Saxon Interests's portfolio in Q1 2026, its #96 holding.
  • Saxon Interests first reported a position in lululemon athletica in Q3 2023 and has held it in 4 quarters since.
  • Saxon Interests's lululemon athletica position peaked at $2.04M in Q3 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.