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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
2024
Q1 		– Sell
-400
Closed -$205K – 71
2023
Q4 		$205K Buy
+400
New +$173K 0.09% 72

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.