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 Q2	$7.11K	Sell	62 -4	-6%	-$534	﹤0.01%	1106
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's LULU Position: Q2 2026 in Review

Bogart Wealth LLC reduced its lululemon athletica (LULU) stake by 6.1% in Q2 2026, selling an estimated $534 and leaving 62 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Bogart Wealth LLC first reported a position in LULU in Q3 2021 and has held it in 20 quarters since. The position peaked at $37.8K in Q4 2023. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Bogart Wealth LLC held 62 shares of lululemon athletica worth $7.11K as of Q2 2026.
Bogart Wealth LLC sold 4 lululemon athletica shares in Q2 2026, an estimated $534.
lululemon athletica made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1106 holding.
Bogart Wealth LLC first reported a position in lululemon athletica in Q3 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's lululemon athletica position peaked at $37.8K in Q4 2023.
850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.