Whitney & Co’s lululemon athletica LULU Stock Holding History

Whitney & Co’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	$964K	Sell	6,298 -12,421	-66%	-$2.23M	0.08%	97
2025 Q4	$3.89M	Sell	18,719 -9,047	-33%	-$1.64M	0.31%	64
2025 Q3	$4.94M	Buy	27,766 +13,030	+88%	+$2.61M	0.45%	58
2025 Q2	$3.5M	Buy	14,736 +369	+3%	+$102K	0.35%	58
2025 Q1	$4.07M	Buy	14,367 +358	+3%	+$131K	0.43%	58
2024 Q4	$5.36M	Buy	14,009 +248	+2%	+$81K	0.56%	52
2024 Q3	$3.73M	Buy	13,761 +202	+1%	+$53.6K	0.4%	54
2024 Q2	$4.05M	Buy	+13,559	New	+$4.53M	0.47%	54

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whitney & Co's LULU Position: Q1 2026 in Review

Whitney & Co reduced its lululemon athletica (LULU) stake by 66% in Q1 2026, selling an estimated $2.23M and leaving 6,298 shares worth $964K. The position accounts for 0.08% of the portfolio, ranked #97.

Whitney & Co first reported a position in LULU in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.36M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Whitney & Co held 6,298 shares of lululemon athletica worth $964K as of Q1 2026.
Whitney & Co sold 12,421 lululemon athletica shares in Q1 2026, an estimated $2.23M.
lululemon athletica made up 0.08% of Whitney & Co's portfolio in Q1 2026, its #97 holding.
Whitney & Co first reported a position in lululemon athletica in Q2 2024 and has held it in 8 quarters since.
Whitney & Co's lululemon athletica position peaked at $5.36M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.