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Concord Wealth Partners’s lululemon athletica LULU Stock Holding History

Concord Wealth Partners’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 		$9.13K Buy
+80
New +$10.7K ﹤0.01% 587
2026
Q1 		– Sell
-80
Closed -$16.6K – 544
2025
Q4 		$16.6K Hold
80
– – ﹤0.01% 468
2025
Q3 		$14.2K Hold
80
– – ﹤0.01% 497
2025
Q2 		$19K Buy
+80
New +$22K ﹤0.01% 467

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Concord Wealth Partners's LULU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in lululemon athletica (LULU) in Q2 2026: 80 shares worth $9.13K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LULU as recently as Q4 2025.

Concord Wealth Partners first reported a position in LULU in Q2 2025 and has held it in 4 quarters since. The position peaked at $19K in Q2 2025. 845 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Concord Wealth Partners held 80 shares of lululemon athletica worth $9.13K as of Q2 2026.
  • lululemon athletica was a new Concord Wealth Partners position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #587 holding.
  • Concord Wealth Partners first reported a position in lululemon athletica in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's lululemon athletica position peaked at $19K in Q2 2025.
  • 845 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.