SIM
LULU icon

Sentry Investment Management’s lululemon athletica LULU Stock Holding History

Sentry 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 		– Sell
-237
Closed -$49K – 285
2025
Q4 		$49K Hold
237
– – 0.03% 360
2025
Q3 		$41K Sell
237
-133
-36% -$26.6K 0.03% 410
2025
Q2 		$88K Hold
370
– – 0.05% 301
2025
Q1 		$98K Sell
370
-110
-23% -$40.4K 0.07% 255
2024
Q4 		$184K Sell
480
-78
-14% -$25.5K 0.09% 205
2024
Q3 		$151K Hold
558
– – 0.06% 268
2024
Q2 		$167K Sell
558
-114
-17% -$38.1K 0.07% 234
2024
Q1 		$263K Buy
672
+144
+27% +$66.6K 0.1% 191
2023
Q4 		$270K Buy
+528
New +$228K 0.12% 181

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sentry Investment Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 237 shares — an estimated $49K sold.

Sentry Investment Management first reported a position in LULU in Q4 2023 and held it in 9 quarters. The position peaked at $270K in Q4 2023. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Sentry Investment Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 237 lululemon athletica shares in Q1 2026, an estimated $49K.
  • Sentry Investment Management first reported a position in lululemon athletica in Q4 2023 and held it in 9 quarters.
  • Sentry Investment Management's lululemon athletica position peaked at $270K in Q4 2023.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.