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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
Q2 		$504K Buy
4,417
+1,429
+48% +$191K ﹤0.01% 1211
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 $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

AE Wealth Management's LULU Position: Q2 2026 in Review

AE Wealth Management increased its lululemon athletica (LULU) stake by 48% in Q2 2026, buying an estimated $191K and bringing the position to 4,417 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

AE Wealth Management first reported a position in LULU in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.03M in Q4 2023. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • AE Wealth Management held 4,417 shares of lululemon athletica worth $504K as of Q2 2026.
  • AE Wealth Management bought 1,429 lululemon athletica shares in Q2 2026, an estimated $191K.
  • lululemon athletica made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1211 holding.
  • AE Wealth Management first reported a position in lululemon athletica in Q2 2019 and has held it in 26 quarters since.
  • AE Wealth Management's lululemon athletica position peaked at $5.03M in Q4 2023.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.