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

Bay 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	-7	Closed	-$1.07K	–	1323
2026 Q1	$1.07K	Buy	7 +2	+40%	+$359	﹤0.01%	751
2025 Q4	$1.04K	Buy	5 +3	+150%	+$543	﹤0.01%	630
2025 Q3	$355	Sell	2 -2	-50%	-$401	﹤0.01%	855
2025 Q2	$950	Buy	4 +3	+300%	+$826	﹤0.01%	463
2025 Q1	$283	Buy	+1	New	+$367	﹤0.01%	570
2024 Q2	–	Sell	-172	Closed	-$67.2K	–	174
2024 Q1	$67.2K	Sell	172 -2	-1%	-$925	0.02%	93
2023 Q4	$89K	Buy	+174	New	+$75.2K	0.03%	65
2021 Q1	–	Sell	-119	Closed	-$41K	–	340
2020 Q4	$41K	Hold	119	–	–	0.02%	174
2020 Q3	$39K	Hold	119	–	–	0.02%	176
2020 Q2	$37K	Hold	119	–	–	0.02%	179
2020 Q1	$23K	Hold	119	–	–	0.01%	182
2019 Q4	$28K	Hold	119	–	–	0.02%	184
2019 Q3	$23K	Sell	119 -320	-73%	-$59.8K	0.01%	201
2019 Q2	$79K	Buy	439 +18	+4%	+$3.13K	0.05%	129
2019 Q1	$69K	Hold	421	–	–	0.05%	137
2018 Q4	$51K	Buy	+421	New	+$56.4K	0.04%	151

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bay Harbor Wealth Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 7 shares — an estimated $1.07K sold.

Bay Harbor Wealth Management first reported a position in LULU in Q4 2018 and held it in 16 quarters. The position peaked at $89K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Bay Harbor Wealth Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Bay Harbor Wealth Management sold 7 lululemon athletica shares in Q2 2026, an estimated $1.07K.
Bay Harbor Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 16 quarters.
Bay Harbor Wealth Management's lululemon athletica position peaked at $89K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.