Estate Planners Group’s lululemon athletica LULU Stock Holding History

Estate Planners Group’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	-40	Closed	-$8.31K	–	270
2025 Q4	$8.31K	Buy	+40	New	+$7.25K	﹤0.01%	298

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's LULU Position: Q1 2026 in Review

Estate Planners Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 40 shares — an estimated $8.31K sold.

Estate Planners Group first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $8.31K in Q4 2025. 958 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Estate Planners Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 40 lululemon athletica shares in Q1 2026, an estimated $8.31K.
Estate Planners Group first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
Estate Planners Group's lululemon athletica position peaked at $8.31K in Q4 2025.
958 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.