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Addison Advisors’s lululemon athletica LULU Stock Holding History

Addison Advisors’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
-385
Closed -$58.9K – 874
2026
Q1 		$58.9K Buy
385
+4
+1% +$717 0.01% 398
2025
Q4 		$79.2K Buy
381
+376
+7,520% +$68.1K 0.02% 347
2025
Q3 		$890 Sell
5
-424
-99% -$85K ﹤0.01% 820
2025
Q2 		$102K Buy
429
+3
+0.7% +$826 0.03% 307
2025
Q1 		$121K Buy
426
+7
+2% +$2.57K 0.03% 274
2024
Q4 		$160K Sell
419
-2
-0.5% -$653 0.04% 237
2024
Q3 		$114K Buy
421
+18
+4% +$4.78K 0.03% 290
2024
Q2 		$120K Sell
403
-3
-0.7% -$1K 0.04% 266
2024
Q1 		$159K Buy
406
+5
+1% +$2.31K 0.05% 225
2023
Q4 		$205K Buy
401
+11
+3% +$4.75K 0.08% 171
2023
Q3 		$150K Buy
390
+13
+3% +$4.97K 0.07% 189
2023
Q2 		$143K Buy
377
+21
+6% +$7.75K 0.07% 196
2023
Q1 		$130K Buy
356
+29
+9% +$9.09K 0.07% 186
2022
Q4 		$105K Buy
327
+67
+26% +$22K 0.06% 208
2022
Q3 		$73K Buy
260
+227
+688% +$70.4K 0.05% 226
2022
Q2 		$9K Sell
33
-121
-79% -$38.8K 0.01% 450
2022
Q1 		$56K Buy
154
+146
+1,825% +$47.5K 0.03% 271
2021
Q4 		$3K Buy
8
+3
+60% +$1.28K ﹤0.01% 498
2021
Q3 		$2K Hold
5
– – ﹤0.01% 383
2021
Q2 		$2K Buy
+5
New +$1.65K ﹤0.01% 371
2020
Q4 		$2K Buy
+5
New +$1.74K ﹤0.01% 357

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

Addison Advisors's LULU Position: Q2 2026 in Review

Addison Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 385 shares — an estimated $58.9K sold.

Addison Advisors first reported a position in LULU in Q4 2020 and held it in 21 quarters. The position peaked at $205K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Addison Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 385 lululemon athletica shares in Q2 2026, an estimated $58.9K.
  • Addison Advisors first reported a position in lululemon athletica in Q4 2020 and held it in 21 quarters.
  • Addison Advisors's lululemon athletica position peaked at $205K in Q4 2023.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.