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Bell & Brown Wealth Advisors’s lululemon athletica LULU Stock Holding History

Bell & Brown Wealth 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 		– 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

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

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. 948 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.
  • 948 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.