Wellington Management Group
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Wellington Management Group’s lululemon athletica LULU Stock Holding History

Wellington Management Group’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
2025
Q4 		– Sell
-317
Closed -$360K – 2011
2025
Q3 		$360K Buy
+317
New +$63.5K ﹤0.01% 1911

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

Wellington Management Group's LULU Position: Q1 2026 in Review

Wellington Management Group increased its lululemon athletica (LULU) stake by 292% in Q1 2026, buying an estimated $95.3M and bringing the position to 713,306 shares worth $109M. The position accounts for 0.02% of the portfolio, ranked #529.

Wellington Management Group first reported a position in LULU in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.27B in Q2 2021. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Wellington Management Group held 713,306 shares of lululemon athletica worth $109M as of Q1 2026.
  • Wellington Management Group bought 531,354 lululemon athletica shares in Q1 2026, an estimated $95.3M.
  • lululemon athletica made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #529 holding.
  • Wellington Management Group first reported a position in lululemon athletica in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's lululemon athletica position peaked at $1.27B in Q2 2021.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

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