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Bernard Wealth Management’s lululemon athletica LULU Stock Holding History

Bernard Wealth Management’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 		$16.4K Hold
144
– – 0.01% 200
2026
Q1 		$22K Hold
144
– – 0.01% 179
2025
Q4 		$29.9K Sell
144
-40
-22% -$7.25K 0.01% 155
2025
Q3 		$32.7K Hold
184
– – 0.01% 147
2025
Q2 		$43.7K Hold
184
– – 0.02% 131
2025
Q1 		$52.1K Sell
184
-20
-10% -$7.34K 0.03% 117
2024
Q4 		$78K Buy
+204
New +$66.6K 0.04% 98

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

Bernard Wealth Management's LULU Position: Q2 2026 in Review

Bernard Wealth Management held its lululemon athletica (LULU) position steady in Q2 2026 at 144 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #200.

Bernard Wealth Management first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $78K in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Bernard Wealth Management held 144 shares of lululemon athletica worth $16.4K as of Q2 2026.
  • Bernard Wealth Management left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Bernard Wealth Management first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's lululemon athletica position peaked at $78K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.