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Alpha Wealth Funds’s lululemon athletica LULU Stock Holding History

Alpha Wealth Funds’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 		$58K Buy
+510
New +$68.1K 0.03% 56
2025
Q3 		– Sell
-2,000
Closed -$470K – 56
2025
Q2 		$470K Buy
+2,000
New +$551K 0.4% 30
2025
Q1 		– Sell
-2,000
Closed -$768K – 53
2024
Q4 		$768K Buy
+2,000
New +$653K 0.74% 25

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 $3.38T AUM 44.17% 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

Alpha Wealth Funds's LULU Position: Q2 2026 in Review

Alpha Wealth Funds opened a new position in lululemon athletica (LULU) in Q2 2026: 510 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #56 among its holdings. This is a return to the name: Alpha Wealth Funds previously reported a position in LULU as recently as Q2 2025.

Alpha Wealth Funds first reported a position in LULU in Q4 2024 and has held it in 3 quarters since. The position peaked at $768K in Q4 2024. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Alpha Wealth Funds held 510 shares of lululemon athletica worth $58K as of Q2 2026.
  • lululemon athletica was a new Alpha Wealth Funds position in Q2 2026.
  • lululemon athletica made up 0.03% of Alpha Wealth Funds's portfolio in Q2 2026, its #56 holding.
  • Alpha Wealth Funds first reported a position in lululemon athletica in Q4 2024 and has held it in 3 quarters since.
  • Alpha Wealth Funds's lululemon athletica position peaked at $768K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.