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Stratos Investment Management’s lululemon athletica LULU Stock Holding History

Stratos 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
-17,103
Closed -$3.55M – 379
2025
Q4 		$3.55M Buy
17,103
+278
+2% +$50.4K 0.14% 100
2025
Q3 		$2.99M Buy
16,825
+779
+5% +$156K 0.12% 105
2025
Q2 		$3.81M Buy
+16,046
New +$4.42M 0.17% 97

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

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

Stratos Investment Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 17,103 shares — an estimated $3.55M sold.

Stratos Investment Management first reported a position in LULU in Q2 2025 and held it in 3 quarters. The position peaked at $3.81M in Q2 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Stratos Investment Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Stratos Investment Management sold 17,103 lululemon athletica shares in Q1 2026, an estimated $3.55M.
  • Stratos Investment Management first reported a position in lululemon athletica in Q2 2025 and held it in 3 quarters.
  • Stratos Investment Management's lululemon athletica position peaked at $3.81M in Q2 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.