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Weiss Asset Management’s lululemon athletica LULU Stock Holding History

Weiss Asset 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
-16,262
Closed -$3.38M – 676
2025
Q4 		$3.38M Buy
+16,262
New +$2.95M 0.04% 236
2024
Q4 		– Sell
-6,864
Closed -$1.86M – 769
2024
Q3 		$1.86M Buy
+6,864
New +$1.82M 0.04% 337
2023
Q1 		– Sell
-5,000
Closed -$1.6M – 411
2022
Q4 		$1.6M Buy
+5,000
New +$1.64M 0.07% 261

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

Weiss Asset Management's LULU Position: Q1 2026 in Review

Weiss Asset Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 16,262 shares — an estimated $3.38M sold.

Weiss Asset Management first reported a position in LULU in Q4 2022 and held it in 3 quarters. The position peaked at $3.38M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Weiss Asset Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 16,262 lululemon athletica shares in Q1 2026, an estimated $3.38M.
  • Weiss Asset Management first reported a position in lululemon athletica in Q4 2022 and held it in 3 quarters.
  • Weiss Asset Management's lululemon athletica position peaked at $3.38M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.