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Foundations Investment Advisors’s lululemon athletica LULU Stock Holding History

Foundations Investment Advisors’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
-1,509
Closed -$314K – 1215
2025
Q4 		$314K Buy
+1,509
New +$273K ﹤0.01% 877
2025
Q2 		– Sell
-735
Closed -$208K – 973
2025
Q1 		$208K Sell
735
-45
-6% -$16.5K ﹤0.01% 811
2024
Q4 		$298K Sell
780
-88
-10% -$28.7K 0.01% 664
2024
Q3 		$236K Sell
868
-157
-15% -$41.7K ﹤0.01% 714
2024
Q2 		$306K Buy
1,025
+176
+21% +$58.8K 0.01% 605
2024
Q1 		$332K Sell
849
-97
-10% -$44.8K 0.01% 558
2023
Q4 		$437K Buy
946
+93
+11% +$40.2K 0.01% 468
2023
Q3 		$329K Sell
853
-3
-0.4% -$1.15K 0.01% 493
2023
Q2 		$324K Buy
856
+66
+8% +$24.4K 0.01% 454
2023
Q1 		$288K Sell
790
-889
-53% -$279K 0.01% 407
2022
Q4 		$538K Sell
1,679
-34
-2% -$11.2K 0.02% 269
2022
Q3 		$479K Buy
1,713
+283
+20% +$87.7K 0.02% 258
2022
Q2 		$401K Buy
+1,430
New +$458K 0.02% 264

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

Foundations Investment Advisors's LULU Position: Q1 2026 in Review

Foundations Investment Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,509 shares — an estimated $314K sold.

Foundations Investment Advisors first reported a position in LULU in Q2 2022 and held it in 13 quarters. The position peaked at $538K in Q4 2022. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Foundations Investment Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,509 lululemon athletica shares in Q1 2026, an estimated $314K.
  • Foundations Investment Advisors first reported a position in lululemon athletica in Q2 2022 and held it in 13 quarters.
  • Foundations Investment Advisors's lululemon athletica position peaked at $538K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.