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Bell Investment Advisors’s lululemon athletica LULU Stock Holding History

Bell Investment 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
Q2 		$1.94K Sell
17
-4
-19% -$534 ﹤0.01% 1344
2026
Q1 		$3.22K Sell
21
-13
-38% -$2.33K ﹤0.01% 1140
2025
Q4 		$7.07K Buy
34
+16
+89% +$2.9K ﹤0.01% 835
2025
Q3 		$3.2K Sell
18
-21
-54% -$4.21K ﹤0.01% 1134
2025
Q2 		$9.27K Sell
39
-4
-9% -$1.1K ﹤0.01% 702
2025
Q1 		$12.2K Buy
43
+4
+10% +$1.47K ﹤0.01% 528
2024
Q4 		$14.9K Buy
39
+1
+3% +$326 ﹤0.01% 460
2024
Q3 		$10.3K Buy
38
+4
+12% +$1.06K ﹤0.01% 606
2024
Q2 		$10.2K Sell
34
-8
-19% -$2.67K ﹤0.01% 603
2024
Q1 		$16.4K Sell
42
-1
-2% -$462 ﹤0.01% 423
2023
Q4 		$22K Buy
43
+11
+34% +$4.75K ﹤0.01% 335
2023
Q3 		$12.3K Sell
32
-4
-11% -$1.53K ﹤0.01% 431
2023
Q2 		$13.6K Sell
36
-2
-5% -$738 ﹤0.01% 408
2023
Q1 		$13.8K Sell
38
-16
-30% -$5.02K ﹤0.01% 392
2022
Q4 		$17.3K Sell
54
-5
-8% -$1.64K ﹤0.01% 330
2022
Q3 		$16K Buy
59
+15
+34% +$4.65K 0.01% 301
2022
Q2 		$12K Buy
+44
New +$14.1K ﹤0.01% 379
2021
Q4 		$22K Buy
57
+10
+21% +$4.27K 0.01% 292
2021
Q3 		$19K Buy
+47
New +$18.8K 0.01% 297

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's LULU Position: Q2 2026 in Review

Bell Investment Advisors reduced its lululemon athletica (LULU) stake by 19% in Q2 2026, selling an estimated $534 and leaving 17 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Bell Investment Advisors first reported a position in LULU in Q3 2021 and has held it in 19 quarters since. The position peaked at $22K in Q4 2021. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Bell Investment Advisors held 17 shares of lululemon athletica worth $1.94K as of Q2 2026.
  • Bell Investment Advisors sold 4 lululemon athletica shares in Q2 2026, an estimated $534.
  • lululemon athletica made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1344 holding.
  • Bell Investment Advisors first reported a position in lululemon athletica in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's lululemon athletica position peaked at $22K in Q4 2021.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.