DWS
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Dynamic Wealth Strategies’s lululemon athletica LULU Stock Holding History

Dynamic Wealth Strategies’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 		$62.3K Sell
407
-210
-34% -$37.6K 0.04% 137
2025
Q4 		$128K Sell
617
-42
-6% -$7.61K 0.08% 102
2025
Q3 		$117K Buy
659
+253
+62% +$50.7K 0.08% 99
2025
Q2 		$96.5K Buy
406
+36
+10% +$9.92K 0.07% 100
2025
Q1 		$105K Buy
+370
New +$136K 0.09% 101

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

Dynamic Wealth Strategies's LULU Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its lululemon athletica (LULU) stake by 34% in Q1 2026, selling an estimated $37.6K and leaving 407 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #137.

Dynamic Wealth Strategies first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Dynamic Wealth Strategies held 407 shares of lululemon athletica worth $62.3K as of Q1 2026.
  • Dynamic Wealth Strategies sold 210 lululemon athletica shares in Q1 2026, an estimated $37.6K.
  • lululemon athletica made up 0.04% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #137 holding.
  • Dynamic Wealth Strategies first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's lululemon athletica position peaked at $128K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.