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Gilpin Wealth Management’s lululemon athletica LULU Stock Holding History

Gilpin Wealth 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
Q3 		$4.81K Hold
50
– – ﹤0.01% 438
2026
Q2 		$5.71K Hold
50
– – ﹤0.01% 357
2026
Q1 		$7.66K Hold
50
– – 0.01% 316
2025
Q4 		$10.4K Buy
+50
New +$9.06K 0.01% 282

Other funds holding LULU

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 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

Gilpin Wealth Management's LULU Position: Q3 2026 in Review

Gilpin Wealth Management held its lululemon athletica (LULU) position steady in Q3 2026 at 50 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Gilpin Wealth Management first reported a position in LULU in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.4K in Q4 2025. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Gilpin Wealth Management held 50 shares of lululemon athletica worth $4.81K as of Q3 2026.
  • Gilpin Wealth Management left its lululemon athletica share count unchanged in Q3 2026.
  • lululemon athletica made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #438 holding.
  • Gilpin Wealth Management first reported a position in lululemon athletica in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's lululemon athletica position peaked at $10.4K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.