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Beacon Pointe Advisors’s lululemon athletica LULU Stock Holding History

Beacon Pointe 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 		$6.92M Buy
45,178
+35,290
+357% +$6.33M 0.04% 395
2025
Q4 		$2.05M Sell
9,888
-35,511
-78% -$6.43M 0.01% 597
2025
Q3 		$8.08M Buy
45,399
+43,850
+2,831% +$8.79M 0.07% 265
2025
Q2 		$368K Sell
1,549
-1,513
-49% -$417K ﹤0.01% 981
2025
Q1 		$867K Sell
3,062
-46
-1% -$16.9K 0.01% 674
2024
Q4 		$1.19M Sell
3,108
-303
-9% -$98.9K 0.01% 594
2024
Q3 		$926K Buy
3,411
+2,290
+204% +$608K 0.01% 650
2024
Q2 		$335K Sell
1,121
-147
-12% -$49.1K ﹤0.01% 1016
2024
Q1 		$495K Buy
1,268
+69
+6% +$31.9K 0.01% 916
2023
Q4 		$613K Buy
1,199
+45
+4% +$19.4K 0.01% 826
2023
Q3 		$445K Sell
1,154
-67
-5% -$25.6K 0.01% 923
2023
Q2 		$462K Sell
1,221
-32
-3% -$11.8K 0.01% 739
2023
Q1 		$456K Sell
1,253
-144
-10% -$45.1K 0.01% 789
2022
Q4 		$448K Sell
1,397
-15
-1% -$4.93K 0.01% 731
2022
Q3 		$397K Buy
1,412
+197
+16% +$61.1K 0.01% 714
2022
Q2 		$332K Sell
1,215
-7
-0.6% -$2.24K 0.01% 789
2022
Q1 		$446K Buy
1,222
+48
+4% +$15.6K 0.01% 832
2021
Q4 		$460K Sell
1,174
-213
-15% -$91K 0.01% 593
2021
Q3 		$561K Buy
1,387
+389
+39% +$156K 0.01% 517
2021
Q2 		$364K Buy
+998
New +$329K 0.01% 590

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

Beacon Pointe Advisors's LULU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its lululemon athletica (LULU) stake by 357% in Q1 2026, buying an estimated $6.33M and bringing the position to 45,178 shares worth $6.92M. The position accounts for 0.04% of the portfolio, ranked #395.

Beacon Pointe Advisors first reported a position in LULU in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.08M in Q3 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Beacon Pointe Advisors held 45,178 shares of lululemon athletica worth $6.92M as of Q1 2026.
  • Beacon Pointe Advisors bought 35,290 lululemon athletica shares in Q1 2026, an estimated $6.33M.
  • lululemon athletica made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #395 holding.
  • Beacon Pointe Advisors first reported a position in lululemon athletica in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's lululemon athletica position peaked at $8.08M in Q3 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.