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BOK Financial Private Wealth’s lululemon athletica LULU Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-84
Closed -$17.5K – 488
2025
Q4 		$17.5K Buy
+84
New +$15.2K ﹤0.01% 364
2024
Q4 		– Sell
-17
Closed -$4.61K – 668
2024
Q3 		$4.61K Sell
17
-2,227
-99% -$591K ﹤0.01% 443
2024
Q2 		$670K Buy
2,244
+28
+1% +$9.36K 0.05% 114
2024
Q1 		$866K Buy
+2,216
New +$1.02M 0.06% 108

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

BOK Financial Private Wealth's LULU Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 84 shares — an estimated $17.5K sold.

BOK Financial Private Wealth first reported a position in LULU in Q1 2024 and held it in 4 quarters. The position peaked at $866K in Q1 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 84 lululemon athletica shares in Q1 2026, an estimated $17.5K.
  • BOK Financial Private Wealth first reported a position in lululemon athletica in Q1 2024 and held it in 4 quarters.
  • BOK Financial Private Wealth's lululemon athletica position peaked at $866K in Q1 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.