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B. Riley Wealth Advisors’s lululemon athletica LULU Stock Holding History

B. Riley 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 		– Sell
-973
Closed -$202K – 1033
2025
Q4 		$202K Buy
+973
New +$176K 0.01% 868
2025
Q3 		– Sell
-1,319
Closed -$313K – 1148
2025
Q2 		$313K Buy
+1,319
New +$363K 0.01% 697
2024
Q4 		$722K Sell
1,889
-217
-10% -$70.8K 0.02% 554
2024
Q3 		$563K Sell
2,106
-1,319
-39% -$350K 0.02% 701
2024
Q2 		$1.02M Sell
3,425
-4,118
-55% -$1.38M 0.03% 532
2024
Q1 		$2.91M Buy
7,543
+1,748
+30% +$808K 0.08% 246
2023
Q4 		$2.96M Sell
5,795
-1,748
-23% -$755K 0.08% 259
2023
Q3 		$2.91M Buy
7,543
+380
+5% +$145K 0.08% 246
2023
Q2 		$2.71M Buy
7,163
+4,497
+169% +$1.66M 0.06% 295
2023
Q1 		$971K Sell
2,666
-148
-5% -$46.4K 0.03% 549
2022
Q4 		$902K Sell
2,814
-1
-0% -$329 0.03% 571
2022
Q3 		$787K Buy
2,815
+904
+47% +$280K 0.02% 579
2022
Q2 		$521K Buy
1,911
+79
+4% +$25.3K 0.02% 641
2022
Q1 		$669K Sell
1,832
-23,621
-93% -$7.69M 0.02% 606
2021
Q4 		$9.96M Buy
25,453
+26
+0.1% +$11.1K 0.29% 73
2021
Q3 		$10.3M Buy
25,427
+5,786
+29% +$2.32M 0.33% 62
2021
Q2 		$7.16M Sell
19,641
-3,213
-14% -$1.06M 0.23% 93
2021
Q1 		$7.02M Buy
22,854
+15,414
+207% +$5.06M 0.25% 91
2020
Q4 		$2.59M Sell
7,440
-3,122
-30% -$1.08M 0.14% 168
2020
Q3 		$3.38M Buy
10,562
+2,970
+39% +$991K 0.18% 134
2020
Q2 		$2.37M Buy
7,592
+1,379
+22% +$353K 0.16% 146
2020
Q1 		$1.18M Buy
6,213
+2,268
+57% +$507K 0.1% 206
2019
Q4 		$914K Sell
3,945
-350
-8% -$74.6K 0.08% 256
2019
Q3 		$827K Buy
4,295
+151
+4% +$28.2K 0.08% 259
2019
Q2 		$748K Buy
4,144
+1,327
+47% +$230K 0.08% 256
2019
Q1 		$462K Sell
2,817
-74
-3% -$10.8K 0.06% 365
2018
Q4 		$352K Buy
2,891
+1,614
+126% +$216K 0.05% 393
2018
Q3 		$208K Buy
+1,277
New +$175K 0.02% 635
2016
Q3 		– Sell
-3,300
Closed -$244K – 635
2016
Q2 		$244K Sell
3,300
-558
-14% -$37K 0.05% 470
2016
Q1 		$261K Sell
3,858
-27
-0.7% -$1.62K 0.06% 388
2015
Q4 		$205K Sell
3,885
-532
-12% -$26.8K 0.04% 481
2015
Q3 		$224K Buy
4,417
+924
+26% +$56.3K 0.05% 438
2015
Q2 		$229K Buy
+3,493
New +$227K 0.06% 412
2015
Q1 		– Sell
-9,070
Closed -$3.71K – 1371
2014
Q4 		$3.71K Sell
9,070
-5,630
-38% -$257K 0.08% 313
2014
Q3 		$516K Sell
14,700
-9,700
-40% -$391K 0.13% 203
2014
Q2 		$494K Buy
24,400
+14,070
+136% +$642K 0.12% 201
2014
Q1 		$543K Sell
10,330
-7,874
-43% -$393K 0.16% 137
2013
Q4 		$1.07M Buy
18,204
+5,623
+45% +$386K 0.34% 66
2013
Q3 		$920K Sell
12,581
-1,202
-9% -$83.8K 0.31% 71
2013
Q2 		$903K Buy
+13,783
New +$999K 0.31% 67

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

B. Riley Wealth Advisors's LULU Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 973 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in LULU in Q2 2013 and held it in 40 quarters. The position peaked at $10.3M in Q3 2021. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 973 lululemon athletica shares in Q1 2026, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in lululemon athletica in Q2 2013 and held it in 40 quarters.
  • B. Riley Wealth Advisors's lululemon athletica position peaked at $10.3M in Q3 2021.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.