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Evelyn Partners Investment Management Services’s lululemon athletica LULU Stock Holding History

Evelyn Partners Investment Management 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 		$16.8K Hold
110
– – ﹤0.01% 233
2025
Q4 		$22.9K Hold
110
– – ﹤0.01% 207
2025
Q3 		$19.6K Hold
110
– – ﹤0.01% 223
2025
Q2 		$26.1K Hold
110
– – ﹤0.01% 196
2025
Q1 		$31.1K Hold
110
– – 0.01% 190
2024
Q4 		$42.1K Buy
+110
New +$35.9K 0.01% 177

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

Evelyn Partners Investment Management Services's LULU Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its lululemon athletica (LULU) position steady in Q1 2026 at 110 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Evelyn Partners Investment Management Services first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.1K in Q4 2024. 950 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Evelyn Partners Investment Management Services held 110 shares of lululemon athletica worth $16.8K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #233 holding.
  • Evelyn Partners Investment Management Services first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's lululemon athletica position peaked at $42.1K in Q4 2024.
  • 950 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.