BW
LULU icon

Basepoint Wealth’s lululemon athletica LULU Stock Holding History

Basepoint Wealth’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 		$15.5K Hold
101
– – 0.01% 351
2025
Q4 		$21K Buy
+101
New +$18.3K 0.01% 320

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

Basepoint Wealth's LULU Position: Q1 2026 in Review

Basepoint Wealth held its lululemon athletica (LULU) position steady in Q1 2026 at 101 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #351.

Basepoint Wealth first reported a position in LULU in Q4 2025 and has held it in 2 quarters since. The position peaked at $21K in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Basepoint Wealth held 101 shares of lululemon athletica worth $15.5K as of Q1 2026.
  • Basepoint Wealth left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #351 holding.
  • Basepoint Wealth first reported a position in lululemon athletica in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's lululemon athletica position peaked at $21K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.