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Bogart Wealth LLC’s lululemon athletica LULU Stock Holding History

Bogart Wealth LLC’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 		$10.2K Sell
66
-20
-23% -$3.58K ﹤0.01% 903
2025
Q4 		$17.9K Buy
86
+32
+59% +$5.8K ﹤0.01% 711
2025
Q3 		$9.61K Sell
54
-13
-19% -$2.6K ﹤0.01% 835
2025
Q2 		$15.9K Buy
67
+11
+20% +$3.03K ﹤0.01% 685
2025
Q1 		$15.9K Buy
56
+2
+4% +$734 ﹤0.01% 643
2024
Q4 		$20.6K Sell
54
-20
-27% -$6.53K ﹤0.01% 580
2024
Q3 		$20.1K Hold
74
– – ﹤0.01% 553
2024
Q2 		$22.1K Sell
74
-2
-3% -$669 ﹤0.01% 517
2024
Q1 		$29.7K Buy
76
+2
+3% +$925 ﹤0.01% 454
2023
Q4 		$37.8K Hold
74
– – ﹤0.01% 417
2023
Q3 		$28.5K Buy
74
+54
+270% +$20.6K ﹤0.01% 422
2023
Q2 		$7.57K Hold
20
– – ﹤0.01% 631
2023
Q1 		$7.28K Hold
20
– – ﹤0.01% 648
2022
Q4 		$6.41K Hold
20
– – ﹤0.01% 620
2022
Q3 		$6K Hold
20
– – ﹤0.01% 657
2022
Q2 		$5K Hold
20
– – ﹤0.01% 643
2022
Q1 		$7K Hold
20
– – ﹤0.01% 540
2021
Q4 		$8K Hold
20
– – ﹤0.01% 498
2021
Q3 		$8K Buy
+20
New +$8.01K ﹤0.01% 487

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

Bogart Wealth LLC's LULU Position: Q1 2026 in Review

Bogart Wealth LLC reduced its lululemon athletica (LULU) stake by 23% in Q1 2026, selling an estimated $3.58K and leaving 66 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Bogart Wealth LLC first reported a position in LULU in Q3 2021 and has held it in 19 quarters since. The position peaked at $37.8K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Bogart Wealth LLC held 66 shares of lululemon athletica worth $10.2K as of Q1 2026.
  • Bogart Wealth LLC sold 20 lululemon athletica shares in Q1 2026, an estimated $3.58K.
  • lululemon athletica made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #903 holding.
  • Bogart Wealth LLC first reported a position in lululemon athletica in Q3 2021 and has held it in 19 quarters since.
  • Bogart Wealth LLC's lululemon athletica position peaked at $37.8K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.