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Financial Consulate’s lululemon athletica LULU Stock Holding History

Financial Consulate’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 		$3.37K Sell
22
-8
-27% -$1.43K ﹤0.01% 871
2025
Q4 		$6.24K Buy
30
+27
+900% +$4.89K ﹤0.01% 704
2025
Q3 		$534 Buy
+3
New +$601 ﹤0.01% 979

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

Financial Consulate's LULU Position: Q1 2026 in Review

Financial Consulate reduced its lululemon athletica (LULU) stake by 27% in Q1 2026, selling an estimated $1.43K and leaving 22 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Financial Consulate first reported a position in LULU in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.24K in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Financial Consulate held 22 shares of lululemon athletica worth $3.37K as of Q1 2026.
  • Financial Consulate sold 8 lululemon athletica shares in Q1 2026, an estimated $1.43K.
  • lululemon athletica made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #871 holding.
  • Financial Consulate first reported a position in lululemon athletica in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's lululemon athletica position peaked at $6.24K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.