CIAS
LULU icon

CBIZ Investment Advisory Services’s lululemon athletica LULU Stock Holding History

CBIZ Investment Advisory Services’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
-13
Closed -$2.7K – 610
2025
Q4 		$2.7K Buy
+13
New +$2.35K ﹤0.01% 603
2025
Q3 		– Sell
-12
Closed -$2.85K – 733
2025
Q2 		$2.85K Buy
12
+11
+1,100% +$3.03K ﹤0.01% 506
2025
Q1 		$283 Buy
+1
New +$367 ﹤0.01% 594
2024
Q2 		– Sell
-30
Closed -$11.7K – 412
2024
Q1 		$11.7K Buy
+30
New +$13.9K ﹤0.01% 245

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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 $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return

CBIZ Investment Advisory Services's LULU Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 13 shares — an estimated $2.7K sold.

CBIZ Investment Advisory Services first reported a position in LULU in Q1 2024 and held it in 4 quarters. The position peaked at $11.7K in Q1 2024. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 13 lululemon athletica shares in Q1 2026, an estimated $2.7K.
  • CBIZ Investment Advisory Services first reported a position in lululemon athletica in Q1 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's lululemon athletica position peaked at $11.7K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.