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Bartlett & Co Wealth Management’s lululemon athletica LULU Stock Holding History

Bartlett & Co 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
Q1 		$387 Buy
3
+1
+50% +$179 ﹤0.01% 1179
2025
Q4 		$416 Sell
2
-12
-86% -$2.17K ﹤0.01% 1174
2025
Q3 		$2.49K Sell
14
-17
-55% -$3.41K ﹤0.01% 1088
2025
Q2 		$7.37K Sell
31
-23
-43% -$6.34K ﹤0.01% 950
2025
Q1 		$15.3K Buy
54
+29
+116% +$10.6K ﹤0.01% 858
2024
Q4 		$9.56K Sell
25
-200
-89% -$65.3K ﹤0.01% 912
2024
Q3 		$61.1K Hold
225
– – ﹤0.01% 620
2024
Q2 		$67.2K Sell
225
-40
-15% -$13.4K ﹤0.01% 605
2024
Q1 		$104K Sell
265
-55
-17% -$25.4K ﹤0.01% 544
2023
Q4 		$163K Buy
320
+44
+16% +$19K ﹤0.01% 497
2023
Q3 		$106K Buy
276
+1
+0.4% +$382 ﹤0.01% 530
2023
Q2 		$104K Buy
275
+50
+22% +$18.4K ﹤0.01% 535
2023
Q1 		$81.9K Hold
225
– – ﹤0.01% 494
2022
Q4 		$72.1K Sell
225
-33
-13% -$10.9K ﹤0.01% 522
2022
Q3 		$72.2K Hold
258
– – ﹤0.01% 504
2022
Q2 		$70.4K Sell
258
-33
-11% -$10.6K ﹤0.01% 520
2022
Q1 		$106K Buy
+291
New +$94.7K ﹤0.01% 480
2021
Q4 		– Sell
-258
Closed -$104K – 679
2021
Q3 		$104K Buy
258
+33
+15% +$13.2K ﹤0.01% 407
2021
Q2 		$82.1K Buy
225
+25
+13% +$8.23K ﹤0.01% 436
2021
Q1 		$61.3K Sell
200
-120
-38% -$39.4K ﹤0.01% 502
2020
Q4 		$111K Hold
320
– – ﹤0.01% 396
2020
Q3 		$105K Hold
320
– – ﹤0.01% 377
2020
Q2 		$99.8K Hold
320
– – ﹤0.01% 377
2020
Q1 		$60.7K Sell
320
-15
-4% -$3.36K ﹤0.01% 427
2019
Q4 		$77.6K Hold
335
– – ﹤0.01% 444
2019
Q3 		$64.5K Buy
335
+320
+2,133% +$59.8K ﹤0.01% 476
2019
Q2 		$2.7K Buy
+15
New +$2.6K ﹤0.01% 656

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

Bartlett & Co Wealth Management's LULU Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its lululemon athletica (LULU) stake by 50% in Q1 2026, buying an estimated $179 and bringing the position to 3 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Bartlett & Co Wealth Management first reported a position in LULU in Q2 2019 and has held it in 27 quarters since. The position peaked at $163K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Bartlett & Co Wealth Management held 3 shares of lululemon athletica worth $387 as of Q1 2026.
  • Bartlett & Co Wealth Management bought 1 lululemon athletica share in Q1 2026, an estimated $179.
  • lululemon athletica made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1179 holding.
  • Bartlett & Co Wealth Management first reported a position in lululemon athletica in Q2 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's lululemon athletica position peaked at $163K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.