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Arkadios Wealth Advisors’s lululemon athletica LULU Stock Holding History

Arkadios Wealth 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
Q1 		$1.98M Buy
12,953
+3,913
+43% +$701K 0.03% 508
2025
Q4 		$1.88M Buy
9,040
+4,072
+82% +$738K 0.04% 468
2025
Q3 		$884K Buy
4,968
+1,457
+41% +$292K 0.02% 689
2025
Q2 		$834K Sell
3,511
-2,519
-42% -$694K 0.02% 636
2025
Q1 		$1.71M Buy
6,030
+3,298
+121% +$1.21M 0.06% 324
2024
Q4 		$1.04M Buy
2,732
+244
+10% +$79.7K 0.06% 324
2024
Q3 		$675K Buy
2,488
+554
+29% +$147K 0.04% 434
2024
Q2 		$578K Sell
1,934
-35
-2% -$11.7K 0.04% 426
2024
Q1 		$769K Sell
1,969
-70
-3% -$32.4K 0.06% 288
2023
Q4 		$1.04M Sell
2,039
-19
-0.9% -$8.21K 0.09% 217
2023
Q3 		$794K Buy
2,058
+23
+1% +$8.79K 0.08% 249
2023
Q2 		$770K Buy
2,035
+69
+4% +$25.5K 0.09% 223
2023
Q1 		$716K Buy
1,966
+344
+21% +$108K 0.09% 238
2022
Q4 		$520K Sell
1,622
-7
-0.4% -$2.3K 0.07% 272
2022
Q3 		$455K Sell
1,629
-374
-19% -$116K 0.07% 286
2022
Q2 		$546K Buy
2,003
+1,251
+166% +$401K 0.08% 261
2022
Q1 		$275K Buy
+752
New +$245K 0.04% 447
2021
Q4 		– Sell
-164
Closed -$66K – 1266
2021
Q3 		$66K Sell
164
-73
-31% -$29.2K 0.01% 798
2021
Q2 		$86K Buy
237
+50
+27% +$16.5K 0.01% 767
2021
Q1 		$57K Sell
187
-70
-27% -$23K 0.01% 657
2020
Q4 		$89K Buy
257
+76
+42% +$26.4K 0.02% 456
2020
Q3 		$63.3K Sell
181
-75
-29% -$25K 0.03% 365
2020
Q2 		$78.9K Sell
256
-19
-7% -$4.86K 0.04% 296
2020
Q1 		$52.1K Sell
275
-473
-63% -$106K 0.03% 334
2019
Q4 		$190K Buy
+748
New +$159K 0.11% 158

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

Arkadios Wealth Advisors's LULU Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its lululemon athletica (LULU) stake by 43% in Q1 2026, buying an estimated $701K and bringing the position to 12,953 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #508.

Arkadios Wealth Advisors first reported a position in LULU in Q4 2019 and has held it in 25 quarters since. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Arkadios Wealth Advisors held 12,953 shares of lululemon athletica worth $1.98M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,913 lululemon athletica shares in Q1 2026, an estimated $701K.
  • lululemon athletica made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #508 holding.
  • Arkadios Wealth Advisors first reported a position in lululemon athletica in Q4 2019 and has held it in 25 quarters since.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.