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Forum Financial Management’s lululemon athletica LULU Stock Holding History

Forum Financial Management’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
-1,373
Closed -$285K – 705
2025
Q4 		$285K Sell
1,373
-999
-42% -$181K ﹤0.01% 776
2025
Q3 		$422K Buy
2,372
+1,352
+133% +$271K 0.01% 541
2025
Q2 		$242K Buy
1,020
+273
+37% +$75.2K ﹤0.01% 791
2025
Q1 		$211K Buy
747
+30
+4% +$11K ﹤0.01% 784
2024
Q4 		$274K Buy
+717
New +$234K ﹤0.01% 670
2024
Q2 		– Sell
-588
Closed -$230K – 751
2024
Q1 		$230K Hold
588
– – ﹤0.01% 637
2023
Q4 		$301K Sell
588
-10
-2% -$4.32K 0.01% 451
2023
Q3 		$231K Sell
598
-50
-8% -$19.1K 0.01% 531
2023
Q2 		$245K Buy
648
+50
+8% +$18.4K 0.01% 517
2023
Q1 		$218K Buy
+598
New +$187K 0.01% 526
2022
Q2 		– Sell
-765
Closed -$279K – 622
2022
Q1 		$279K Buy
765
+193
+34% +$62.8K 0.01% 423
2021
Q4 		$224K Buy
+572
New +$244K 0.01% 562

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's LULU Position: Q1 2026 in Review

Forum Financial Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,373 shares — an estimated $285K sold.

Forum Financial Management first reported a position in LULU in Q4 2021 and held it in 12 quarters. The position peaked at $422K in Q3 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Forum Financial Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,373 lululemon athletica shares in Q1 2026, an estimated $285K.
  • Forum Financial Management first reported a position in lululemon athletica in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's lululemon athletica position peaked at $422K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.