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EP Wealth Advisors’s lululemon athletica LULU Stock Holding History

EP 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
Q1 		$479K Sell
3,130
-2,073
-40% -$372K ﹤0.01% 913
2025
Q4 		$1.08M Buy
+5,203
New +$943K 0.01% 600
2025
Q2 		$590K Sell
2,485
-100
-4% -$27.5K ﹤0.01% 725
2025
Q1 		$732K Buy
2,585
+235
+10% +$86.2K 0.01% 580
2024
Q4 		$899K Sell
2,350
-476
-17% -$155K 0.01% 531
2024
Q3 		$767K Buy
2,826
+360
+15% +$95.5K 0.01% 566
2024
Q2 		$737K Sell
2,466
-159
-6% -$53.2K 0.01% 452
2024
Q1 		$1.03M Sell
2,625
-1,828
-41% -$845K 0.01% 372
2023
Q4 		$2.28M Buy
4,453
+2,115
+90% +$914K 0.03% 239
2023
Q3 		$901K Buy
2,338
+641
+38% +$245K 0.01% 354
2023
Q2 		$856K Sell
1,697
-1,240
-42% -$458K 0.01% 359
2023
Q1 		$1.56M Buy
2,937
+1,307
+80% +$410K 0.03% 249
2022
Q4 		$522K Buy
+1,630
New +$536K 0.01% 367
2022
Q3 		– Sell
-1,667
Closed -$454K – 504
2022
Q2 		$454K Buy
1,667
+194
+13% +$62.2K 0.01% 393
2022
Q1 		$538K Sell
1,473
-153
-9% -$49.8K 0.01% 371
2021
Q4 		$636K Buy
1,626
+112
+7% +$47.9K 0.02% 317
2021
Q3 		$613K Buy
1,514
+95
+7% +$38.1K 0.02% 300
2021
Q2 		$518K Buy
1,419
+9
+0.6% +$2.96K 0.01% 329
2021
Q1 		$432K Buy
1,410
+112
+9% +$36.8K 0.01% 349
2020
Q4 		$452K Buy
1,298
+13
+1% +$4.51K 0.02% 282
2020
Q3 		$423K Sell
1,285
-5
-0.4% -$1.67K 0.02% 248
2020
Q2 		$402K Buy
1,290
+209
+19% +$53.4K 0.02% 273
2020
Q1 		$205K Buy
+1,081
New +$242K 0.01% 347

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

EP Wealth Advisors's LULU Position: Q1 2026 in Review

EP Wealth Advisors reduced its lululemon athletica (LULU) stake by 40% in Q1 2026, selling an estimated $372K and leaving 3,130 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

EP Wealth Advisors first reported a position in LULU in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • EP Wealth Advisors held 3,130 shares of lululemon athletica worth $479K as of Q1 2026.
  • EP Wealth Advisors sold 2,073 lululemon athletica shares in Q1 2026, an estimated $372K.
  • lululemon athletica made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #913 holding.
  • EP Wealth Advisors first reported a position in lululemon athletica in Q1 2020 and has held it in 23 quarters since.
  • EP Wealth Advisors's lululemon athletica position peaked at $2.28M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.