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Grove Bank & Trust’s lululemon athletica LULU Stock Holding History

Grove Bank & Trust’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 		– Sell
-62
Closed -$7.08K – 943
2026
Q2 		$7.08K Hold
62
– – ﹤0.01% 687
2026
Q1 		$9.49K Hold
62
– – ﹤0.01% 632
2025
Q4 		$12.9K Hold
62
– – ﹤0.01% 602
2025
Q3 		$11K Sell
62
-105
-63% -$21K ﹤0.01% 600
2025
Q2 		$39.7K Buy
167
+4
+2% +$1.1K ﹤0.01% 442
2025
Q1 		$46.1K Hold
163
– – 0.01% 419
2024
Q4 		$62.3K Buy
163
+1
+0.6% +$326 0.01% 347
2024
Q3 		$44K Hold
162
– – 0.01% 369
2024
Q2 		$48.4K Hold
162
– – 0.01% 360
2024
Q1 		$63.3K Hold
162
– – 0.01% 343
2023
Q4 		$82.8K Hold
162
– – 0.02% 297
2023
Q3 		$62.5K Buy
162
+62
+62% +$23.7K 0.01% 335
2023
Q2 		$37.9K Sell
100
-5
-5% -$1.84K 0.01% 394
2023
Q1 		$38.2K Hold
105
– – 0.01% 401
2022
Q4 		$34K Buy
+105
New +$34.5K 0.01% 409

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

Grove Bank & Trust's LULU Position: Q3 2026 in Review

Grove Bank & Trust sold out of lululemon athletica (LULU) in Q3 2026, closing a stake of 62 shares — an estimated $7.08K sold.

Grove Bank & Trust first reported a position in LULU in Q4 2022 and held it in 15 quarters. The position peaked at $82.8K in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Grove Bank & Trust reported no remaining lululemon athletica position as of Q3 2026 after selling out during the quarter.
  • Grove Bank & Trust sold 62 lululemon athletica shares in Q3 2026, an estimated $7.08K.
  • Grove Bank & Trust first reported a position in lululemon athletica in Q4 2022 and held it in 15 quarters.
  • Grove Bank & Trust's lululemon athletica position peaked at $82.8K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.