Trilogy Capital
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Trilogy Capital’s lululemon athletica LULU Stock Holding History

Trilogy 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
Q3 		– Sell
-25,363
Closed -$2.9M – 422
2026
Q2 		$2.9M Buy
25,363
+7,308
+40% +$976K 0.11% 142
2026
Q1 		$2.76M Buy
18,055
+1,956
+12% +$351K 0.12% 133
2025
Q4 		$3.35M Buy
+16,099
New +$2.92M 0.15% 115

Other funds holding LULU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Trilogy Capital's LULU Position: Q3 2026 in Review

Trilogy Capital sold out of lululemon athletica (LULU) in Q3 2026, closing a stake of 25,363 shares — an estimated $2.9M sold.

Trilogy Capital first reported a position in LULU in Q4 2025 and held it in 3 quarters. The position peaked at $3.35M in Q4 2025. 378 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Trilogy Capital reported no remaining lululemon athletica position as of Q3 2026 after selling out during the quarter.
  • Trilogy Capital sold 25,363 lululemon athletica shares in Q3 2026, an estimated $2.9M.
  • Trilogy Capital first reported a position in lululemon athletica in Q4 2025 and held it in 3 quarters.
  • Trilogy Capital's lululemon athletica position peaked at $3.35M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.