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Bar Harbor Wealth Management’s lululemon athletica LULU Stock Holding History

Bar Harbor 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 		– Sell
-4,976
Closed -$762K – 277
2026
Q1 		$762K Sell
4,976
-178
-3% -$31.9K 0.04% 154
2025
Q4 		$1.07M Buy
5,154
+1,505
+41% +$273K 0.06% 148
2025
Q3 		$649K Buy
+3,649
New +$731K 0.04% 171

Other funds holding LULU

EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bar Harbor Wealth Management's LULU Position: Q2 2026 in Review

Bar Harbor Wealth Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 4,976 shares — an estimated $762K sold.

Bar Harbor Wealth Management first reported a position in LULU in Q3 2025 and held it in 3 quarters. The position peaked at $1.07M in Q4 2025. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Bar Harbor Wealth Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 4,976 lululemon athletica shares in Q2 2026, an estimated $762K.
  • Bar Harbor Wealth Management first reported a position in lululemon athletica in Q3 2025 and held it in 3 quarters.
  • Bar Harbor Wealth Management's lululemon athletica position peaked at $1.07M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.