Carolina Wealth Advisors’s lululemon athletica LULU Stock Holding History

Carolina Wealth 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	$1.14K	Hold	10	–	–	﹤0.01%	270
2026 Q1	$1.53K	Hold	10	–	–	﹤0.01%	264
2025 Q4	$2.08K	Hold	10	–	–	﹤0.01%	231
2025 Q3	$1.78K	Hold	10	–	–	﹤0.01%	202
2025 Q2	$2.38K	Hold	10	–	–	﹤0.01%	219
2025 Q1	$2.83K	Hold	10	–	–	﹤0.01%	220
2024 Q4	$3.82K	Hold	10	–	–	﹤0.01%	214
2024 Q3	$2.71K	Hold	10	–	–	﹤0.01%	268
2024 Q2	$2.99K	Hold	10	–	–	﹤0.01%	181
2024 Q1	$3.91K	Hold	10	–	–	﹤0.01%	181
2023 Q4	$5.11K	Hold	10	–	–	﹤0.01%	181
2023 Q3	$3.86K	Hold	10	–	–	﹤0.01%	202
2023 Q2	$3.79K	Hold	10	–	–	﹤0.01%	195
2023 Q1	$3.64K	Hold	10	–	–	﹤0.01%	194
2022 Q4	$3K	Hold	10	–	–	﹤0.01%	192
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	195
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	220
2022 Q1	$4K	Hold	10	–	–	﹤0.01%	218
2021 Q4	$4K	Hold	10	–	–	﹤0.01%	224
2021 Q3	$4K	Hold	10	–	–	﹤0.01%	220
2021 Q2	$4K	Hold	10	–	–	﹤0.01%	235
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	269
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	202
2020 Q3	$3K	Sell	10 -34	-77%	-$11.3K	﹤0.01%	183
2020 Q2	$14K	Hold	44	–	–	0.01%	101
2020 Q1	$8K	Hold	44	–	–	0.01%	114
2019 Q4	$10K	Buy	+44	New	+$9.38K	0.01%	128

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's LULU Position: Q2 2026 in Review

Carolina Wealth Advisors held its lululemon athletica (LULU) position steady in Q2 2026 at 10 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Carolina Wealth Advisors first reported a position in LULU in Q4 2019 and has held it in 27 quarters since. The position peaked at $14K in Q2 2020. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Carolina Wealth Advisors held 10 shares of lululemon athletica worth $1.14K as of Q2 2026.
Carolina Wealth Advisors left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Carolina Wealth Advisors first reported a position in lululemon athletica in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's lululemon athletica position peaked at $14K in Q2 2020.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.