Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s lululemon athletica LULU Stock Holding History

Carson Wealth (CWM 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 		$14M Buy
91,571
+69,428
+314% +$12.4M 0.04% 438
2025
Q4 		$4.6M Buy
22,143
+12,976
+142% +$2.35M 0.01% 815
2025
Q3 		$1.63M Sell
9,167
-4,984
-35% -$999K ﹤0.01% 1180
2025
Q2 		$3.36M Sell
14,151
-2,019
-12% -$556K 0.01% 727
2025
Q1 		$4.58M Buy
16,170
+2,989
+23% +$1.1M 0.02% 554
2024
Q4 		$5.04M Buy
13,181
+9,887
+300% +$3.23M 0.02% 475
2024
Q3 		$894K Buy
3,294
+398
+14% +$106K ﹤0.01% 1104
2024
Q2 		$865K Buy
2,896
+510
+21% +$171K ﹤0.01% 975
2024
Q1 		$932K Buy
2,386
+128
+6% +$59.2K ﹤0.01% 890
2023
Q4 		$1.15M Buy
2,258
+909
+67% +$393K 0.01% 745
2023
Q3 		$520K Buy
1,349
+115
+9% +$43.9K ﹤0.01% 968
2023
Q2 		$467K Buy
1,234
+347
+39% +$128K ﹤0.01% 962
2023
Q1 		$323K Sell
887
-114
-11% -$35.7K ﹤0.01% 1030
2022
Q4 		$321K Buy
1,001
+112
+13% +$36.8K ﹤0.01% 932
2022
Q3 		$249K Buy
889
+214
+32% +$66.3K ﹤0.01% 970
2022
Q2 		$184K Sell
675
-113
-14% -$36.2K ﹤0.01% 1077
2022
Q1 		$288K Buy
788
+202
+34% +$65.7K ﹤0.01% 896
2021
Q4 		$229K Buy
+586
New +$250K ﹤0.01% 971
2021
Q2 		$222K Hold
607
– – ﹤0.01% 872
2021
Q1 		$222K Hold
607
– – ﹤0.01% 872
2020
Q4 		$222K Hold
607
– – ﹤0.01% 872
2020
Q3 		$222K Hold
607
– – ﹤0.01% 872
2020
Q2 		$222K Hold
607
– – ﹤0.01% 872
2020
Q1 		$222K Hold
607
– – ﹤0.01% 872
2019
Q4 		$222K Hold
607
– – ﹤0.01% 872
2019
Q3 		$222K Hold
607
– – ﹤0.01% 872
2019
Q2 		$222K Hold
607
– – ﹤0.01% 872
2019
Q1 		$222K Buy
607
+403
+198% +$58.9K ﹤0.01% 872
2018
Q4 		$25K Sell
204
-120
-37% -$16.1K ﹤0.01% 1071
2018
Q3 		$53K Buy
324
+9
+3% +$1.23K ﹤0.01% 736
2018
Q2 		$39K Hold
315
– – ﹤0.01% 688
2018
Q1 		$28K Hold
315
– – ﹤0.01% 652
2017
Q4 		$25K Hold
315
– – ﹤0.01% 658
2017
Q3 		$20K Sell
315
-30
-9% -$1.81K ﹤0.01% 707
2017
Q2 		$21K Buy
345
+30
+10% +$1.56K ﹤0.01% 622
2017
Q1 		$16K Sell
315
-40
-11% -$2.63K ﹤0.01% 646
2016
Q4 		$23K Buy
355
+240
+209% +$14.3K ﹤0.01% 557
2016
Q3 		$7K Buy
115
+15
+15% +$1.11K ﹤0.01% 777
2016
Q2 		$7K Hold
100
– – ﹤0.01% 592
2016
Q1 		$7K Hold
100
– – ﹤0.01% 565
2015
Q4 		$5K Hold
100
– – ﹤0.01% 519
2015
Q3 		$5K Buy
+100
New +$6.09K ﹤0.01% 500
2014
Q1 		– Sell
-100
Closed -$6K – 342
2013
Q4 		$6K Buy
100
+25
+33% +$1.72K ﹤0.01% 494
2013
Q3 		$5K Buy
+75
New +$5.23K ﹤0.01% 377

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LULU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its lululemon athletica (LULU) stake by 314% in Q1 2026, buying an estimated $12.4M and bringing the position to 91,571 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #438.

Carson Wealth (CWM LLC) first reported a position in LULU in Q3 2013 and has held it in 44 quarters since. 953 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 91,571 shares of lululemon athletica worth $14M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 69,428 lululemon athletica shares in Q1 2026, an estimated $12.4M.
  • lululemon athletica made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #438 holding.
  • Carson Wealth (CWM LLC) first reported a position in lululemon athletica in Q3 2013 and has held it in 44 quarters since.
  • 953 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.