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Zuckerman Investment Group’s lululemon athletica LULU Stock Holding History

Zuckerman Investment 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
2026
Q2 		$14.3M Buy
125,509
+49,830
+66% +$6.66M 1.21% 32
2026
Q1 		$11.6M Buy
75,679
+841
+1% +$151K 1.09% 36
2025
Q4 		$15.6M Buy
74,838
+1,890
+3% +$342K 1.39% 30
2025
Q3 		$13M Buy
72,948
+29,597
+68% +$5.93M 1.2% 30
2025
Q2 		$10.3M Buy
+43,351
New +$11.9M 1% 35

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

Zuckerman Investment Group's LULU Position: Q2 2026 in Review

Zuckerman Investment Group increased its lululemon athletica (LULU) stake by 66% in Q2 2026, buying an estimated $6.66M and bringing the position to 125,509 shares worth $14.3M. The position accounts for 1.21% of the portfolio, ranked #32.

Zuckerman Investment Group first reported a position in LULU in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.6M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Zuckerman Investment Group held 125,509 shares of lululemon athletica worth $14.3M as of Q2 2026.
  • Zuckerman Investment Group bought 49,830 lululemon athletica shares in Q2 2026, an estimated $6.66M.
  • lululemon athletica made up 1.21% of Zuckerman Investment Group's portfolio in Q2 2026, its #32 holding.
  • Zuckerman Investment Group first reported a position in lululemon athletica in Q2 2025 and has held it in 5 quarters since.
  • Zuckerman Investment Group's lululemon athletica position peaked at $15.6M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.