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Swan Capital’s lululemon athletica LULU Stock Holding History

Swan Capital’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 		$2.63K Hold
23
– – ﹤0.01% 328
2026
Q1 		$3.52K Hold
23
– – ﹤0.01% 299
2025
Q4 		$4.78K Hold
23
– – ﹤0.01% 242
2025
Q3 		$4.09K Buy
+23
New +$4.61K ﹤0.01% 242

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

Swan Capital's LULU Position: Q2 2026 in Review

Swan Capital held its lululemon athletica (LULU) position steady in Q2 2026 at 23 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Swan Capital first reported a position in LULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.78K in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Swan Capital held 23 shares of lululemon athletica worth $2.63K as of Q2 2026.
  • Swan Capital left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #328 holding.
  • Swan Capital first reported a position in lululemon athletica in Q3 2025 and has held it in 4 quarters since.
  • Swan Capital's lululemon athletica position peaked at $4.78K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.