Bell & Brown Wealth Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,652
| Closed | -$1.17M | – | 70 |
|
|
2025
Q4 | $1.17M | Sell |
5,652
-784
| -12% | -$142K | 0.38% | 54 |
|
|
2025
Q3 | $1.15M | Sell |
6,436
-144
| -2% | -$28.9K | 0.37% | 54 |
|
|
2025
Q2 | $1.56M | Sell |
6,580
-7
| -0.1% | -$1.93K | 0.56% | 50 |
|
|
2025
Q1 | $1.86M | Buy |
6,587
+158
| +2% | +$58K | 0.73% | 47 |
|
|
2024
Q4 | $2.46M | Buy |
6,429
+151
| +2% | +$49.3K | 0.91% | 41 |
|
|
2024
Q3 | $1.7M | Buy |
6,278
+115
| +2% | +$30.5K | 0.67% | 48 |
|
|
2024
Q2 | $1.84M | Buy |
6,163
+360
| +6% | +$120K | 0.71% | 45 |
|
|
2024
Q1 | $2.27M | Sell |
5,803
-105
| -2% | -$48.5K | 0.97% | 42 |
|
|
2023
Q4 | $3.02M | Buy |
+5,908
| New | +$2.55M | 1.4% | 25 |
|
|
2023
Q2 | $2.25M | Sell |
5,938
-115
| -2% | -$42.4K | 1.12% | 39 |
|
|
2023
Q1 | $2.2M | Sell |
6,053
-25
| -0.4% | -$7.84K | 1.17% | 41 |
|
|
2022
Q4 | $1.95M | Sell |
6,078
-140
| -2% | -$46K | 1.07% | 43 |
|
|
2022
Q3 | $1.74M | Sell |
6,218
-279
| -4% | -$86.5K | 1.07% | 43 |
|
|
2022
Q2 | $1.77M | Sell |
6,497
-132
| -2% | -$42.3K | 0.95% | 46 |
|
|
2022
Q1 | $2.42M | Sell |
6,629
-225
| -3% | -$73.2K | 1.1% | 36 |
|
|
2021
Q4 | $2.32M | Sell |
6,854
-303
| -4% | -$129K | 1.12% | 40 |
|
|
2021
Q3 | $2.9M | Buy |
+7,157
| New | +$2.87M | 1.56% | 24 |
|
|
2020
Q3 | $2.73M | Sell |
8,280
-645
| -7% | -$215K | 1.98% | 20 |
|
|
2020
Q2 | $3.04M | Sell |
8,925
-465
| -5% | -$119K | 2.38% | 15 |
|
|
2020
Q1 | $2.23M | Sell |
9,390
-1,265
| -12% | -$283K | 2.07% | 20 |
|
|
2019
Q4 | $2.6M | Sell |
10,655
-930
| -8% | -$198K | 1.94% | 18 |
|
|
2019
Q3 | $2.23M | Sell |
11,585
-665
| -5% | -$124K | 1.83% | 20 |
|
|
2019
Q2 | $2.21M | Sell |
12,250
-50
| -0.4% | -$8.68K | 1.95% | 16 |
|
|
2019
Q1 | $2.02M | Sell |
12,300
-1,250
| -9% | -$183K | 1.84% | 18 |
|
|
2018
Q4 | $1.65M | Buy |
13,550
+175
| +1% | +$23.5K | 1.76% | 22 |
|
|
2018
Q3 | $1.88M | Sell |
13,375
-4,450
| -25% | -$610K | 1.75% | 21 |
|
|
2018
Q2 | $2.23M | Sell |
17,825
-425
| -2% | -$45.3K | 2.2% | 10 |
|
|
2018
Q1 | $1.81M | Sell |
18,250
-550
| -3% | -$44K | 1.91% | 10 |
|
|
2017
Q4 | $1.48M | Buy |
+18,800
| New | +$1.25M | 1.53% | 25 |
|
Other funds holding LULU
Bell & Brown Wealth Advisors's LULU Position: Q1 2026 in Review
Bell & Brown Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 5,652 shares — an estimated $1.17M sold.
Bell & Brown Wealth Advisors first reported a position in LULU in Q4 2017 and held it in 29 quarters. The position peaked at $3.04M in Q2 2020. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Bell & Brown Wealth Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
- Bell & Brown Wealth Advisors sold 5,652 lululemon athletica shares in Q1 2026, an estimated $1.17M.
- Bell & Brown Wealth Advisors first reported a position in lululemon athletica in Q4 2017 and held it in 29 quarters.
- Bell & Brown Wealth Advisors's lululemon athletica position peaked at $3.04M in Q2 2020.
- 956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.