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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
Q2 		– Sell
-6,298
Closed -$964K – 181
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whitney & Co's LULU Position: Q2 2026 in Review

Whitney & Co sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 6,298 shares — an estimated $964K sold.

Whitney & Co first reported a position in LULU in Q2 2024 and held it in 8 quarters. The position peaked at $5.36M in Q4 2024. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Whitney & Co reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Whitney & Co sold 6,298 lululemon athletica shares in Q2 2026, an estimated $964K.
  • Whitney & Co first reported a position in lululemon athletica in Q2 2024 and held it in 8 quarters.
  • Whitney & Co's lululemon athletica position peaked at $5.36M in Q4 2024.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.