West Branch Capital’s lululemon athletica LULU Stock Holding History

West Branch 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	$2.97K	Hold	26	–	–	﹤0.01%	289
2026 Q1	$3.98K	Hold	26	–	–	﹤0.01%	284
2025 Q4	$5.4K	Hold	26	–	–	﹤0.01%	307
2025 Q3	$4.63K	Hold	26	–	–	﹤0.01%	334
2025 Q2	$6.18K	Sell	26 -200	-88%	-$55.1K	﹤0.01%	315
2025 Q1	$64.1K	Hold	226	–	–	0.02%	140
2024 Q4	$86.6K	Sell	226 -13	-5%	-$4.24K	0.03%	128
2024 Q3	$65K	Hold	239	–	–	0.02%	142
2024 Q2	$71.4K	Hold	239	–	–	0.03%	142
2024 Q1	$93.4K	Buy	239 +39	+20%	+$18K	0.04%	130
2023 Q4	$102K	Hold	200	–	–	0.05%	117
2023 Q3	$77.1K	Hold	200	–	–	0.04%	132
2023 Q2	$75.7K	Hold	200	–	–	0.04%	134
2023 Q1	$72.8K	Hold	200	–	–	0.04%	138
2022 Q4	$64.1K	Hold	200	–	–	0.04%	147
2022 Q3	$56K	Hold	200	–	–	0.03%	162
2022 Q2	$55K	Hold	200	–	–	0.03%	164
2022 Q1	$73K	Hold	200	–	–	0.03%	159
2021 Q4	$78K	Hold	200	–	–	0.03%	168
2021 Q3	$81K	Hold	200	–	–	0.04%	151
2021 Q2	$73K	Buy	+200	New	+$65.9K	0.04%	168

Other funds holding LULU

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

West Branch Capital's LULU Position: Q2 2026 in Review

West Branch Capital held its lululemon athletica (LULU) position steady in Q2 2026 at 26 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

West Branch Capital first reported a position in LULU in Q2 2021 and has held it in 21 quarters since. The position peaked at $102K in Q4 2023. 169 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

West Branch Capital held 26 shares of lululemon athletica worth $2.97K as of Q2 2026.
West Branch Capital left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #289 holding.
West Branch Capital first reported a position in lululemon athletica in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's lululemon athletica position peaked at $102K in Q4 2023.
169 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.