FHC
LULU icon

First Heartland Consultants’s lululemon athletica LULU Stock Holding History

First Heartland Consultants’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
Q3 		$1.24M Buy
12,925
+6,022
+87% +$684K 0.08% 191
2026
Q2 		$788K Buy
+6,903
New +$922K 0.05% 250

Other funds holding LULU

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants's LULU Position: Q3 2026 in Review

First Heartland Consultants increased its lululemon athletica (LULU) stake by 87% in Q3 2026, buying an estimated $684K and bringing the position to 12,925 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #191.

First Heartland Consultants first reported a position in LULU in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • First Heartland Consultants held 12,925 shares of lululemon athletica worth $1.24M as of Q3 2026.
  • First Heartland Consultants bought 6,022 lululemon athletica shares in Q3 2026, an estimated $684K.
  • lululemon athletica made up 0.08% of First Heartland Consultants's portfolio in Q3 2026, its #191 holding.
  • First Heartland Consultants first reported a position in lululemon athletica in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.