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AE Wealth Management’s lululemon athletica LULU Stock Holding History

AE Wealth Management’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 		$457K Buy
2,988
+1,293
+76% +$232K ﹤0.01% 1153
2025
Q4 		$352K Buy
+1,695
New +$307K ﹤0.01% 1230
2025
Q1 		– Sell
-541
Closed -$207K – 2229
2024
Q4 		$207K Sell
541
-1,049
-66% -$342K ﹤0.01% 1261
2024
Q3 		$431K Sell
1,590
-112
-7% -$29.7K ﹤0.01% 928
2024
Q2 		$508K Sell
1,702
-172
-9% -$57.5K 0.01% 886
2024
Q1 		$732K Sell
1,874
-8,642
-82% -$3.99M 0.01% 726
2023
Q4 		$5.03M Sell
10,516
-2,064
-16% -$892K 0.03% 586
2023
Q3 		$4.85M Buy
12,580
+3,834
+44% +$1.46M 0.03% 553
2023
Q2 		$3.31M Buy
8,746
+4,283
+96% +$1.58M 0.02% 676
2023
Q1 		$1.63M Buy
4,463
+2,157
+94% +$676K 0.01% 868
2022
Q4 		$739K Sell
2,306
-2,288
-50% -$752K 0.01% 1117
2022
Q3 		$1.28M Buy
4,594
+2,021
+79% +$627K 0.01% 847
2022
Q2 		$701K Buy
2,573
+153
+6% +$49K 0.01% 1028
2022
Q1 		$884K Sell
2,420
-502
-17% -$163K 0.01% 958
2021
Q4 		$1.14M Sell
2,922
-1,844
-39% -$788K 0.01% 887
2021
Q3 		$1.93M Buy
4,766
+2,553
+115% +$1.02M 0.02% 661
2021
Q2 		$808K Sell
2,213
-224
-9% -$73.8K 0.01% 912
2021
Q1 		$747K Sell
2,437
-1,396
-36% -$458K 0.01% 871
2020
Q4 		$1.33M Buy
3,833
+1,636
+74% +$568K 0.02% 616
2020
Q3 		$724K Sell
2,197
-914
-29% -$305K 0.01% 729
2020
Q2 		$971K Buy
3,111
+536
+21% +$137K 0.02% 639
2020
Q1 		$488K Buy
2,575
+1,255
+95% +$281K 0.01% 689
2019
Q4 		$306K Buy
1,320
+100
+8% +$21.3K 0.01% 894
2019
Q3 		$235K Sell
1,220
-2,081
-63% -$389K 0.01% 872
2019
Q2 		$595K Buy
+3,301
New +$573K 0.02% 538

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

AE Wealth Management's LULU Position: Q1 2026 in Review

AE Wealth Management increased its lululemon athletica (LULU) stake by 76% in Q1 2026, buying an estimated $232K and bringing the position to 2,988 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

AE Wealth Management first reported a position in LULU in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.03M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • AE Wealth Management held 2,988 shares of lululemon athletica worth $457K as of Q1 2026.
  • AE Wealth Management bought 1,293 lululemon athletica shares in Q1 2026, an estimated $232K.
  • lululemon athletica made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1153 holding.
  • AE Wealth Management first reported a position in lululemon athletica in Q2 2019 and has held it in 25 quarters since.
  • AE Wealth Management's lululemon athletica position peaked at $5.03M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.