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Westerkirk Capital’s lululemon athletica LULU Stock Holding History

Westerkirk 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
Q1 		$2.42M Sell
15,779
-800
-5% -$143K 0.26% 72
2025
Q4 		$3.45M Buy
16,579
+6,800
+70% +$1.23M 0.34% 56
2025
Q3 		$1.74M Sell
9,779
-600
-6% -$120K 0.2% 98
2025
Q2 		$2.47M Buy
+10,379
New +$2.86M 0.3% 68

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

Westerkirk Capital's LULU Position: Q1 2026 in Review

Westerkirk Capital reduced its lululemon athletica (LULU) stake by 4.8% in Q1 2026, selling an estimated $143K and leaving 15,779 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #72.

Westerkirk Capital first reported a position in LULU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.45M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Westerkirk Capital held 15,779 shares of lululemon athletica worth $2.42M as of Q1 2026.
  • Westerkirk Capital sold 800 lululemon athletica shares in Q1 2026, an estimated $143K.
  • lululemon athletica made up 0.26% of Westerkirk Capital's portfolio in Q1 2026, its #72 holding.
  • Westerkirk Capital first reported a position in lululemon athletica in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's lululemon athletica position peaked at $3.45M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.