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HB Wealth Management’s lululemon athletica LULU Stock Holding History

HB 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
Q2 		$385K Sell
3,373
-2,027
-38% -$271K ﹤0.01% 1243
2026
Q1 		$827K Buy
5,400
+2,397
+80% +$430K 0.01% 744
2025
Q4 		$624K Buy
3,003
+854
+40% +$155K ﹤0.01% 805
2025
Q3 		$382K Sell
2,149
-224
-9% -$44.9K ﹤0.01% 969
2025
Q2 		$564K Sell
2,373
-829
-26% -$228K ﹤0.01% 695
2025
Q1 		$906K Buy
3,202
+766
+31% +$281K 0.01% 567
2024
Q4 		$932K Buy
2,436
+325
+15% +$106K 0.01% 425
2024
Q3 		$573K Sell
2,111
-341
-14% -$90.5K 0.01% 544
2024
Q2 		$732K Sell
2,452
-248
-9% -$82.9K 0.01% 441
2024
Q1 		$1.05M Buy
2,700
+997
+59% +$461K 0.01% 345
2023
Q4 		$871K Buy
1,703
+168
+11% +$72.6K 0.01% 340
2023
Q3 		$592K Buy
1,535
+68
+5% +$26K 0.01% 397
2023
Q2 		$555K Sell
1,467
-16
-1% -$5.9K 0.01% 391
2023
Q1 		$540K Sell
1,483
-93
-6% -$29.2K 0.01% 400
2022
Q4 		$505K Buy
1,576
+277
+21% +$91.1K 0.01% 393
2022
Q3 		$363K Sell
1,299
-433
-25% -$134K 0.01% 400
2022
Q2 		$472K Buy
1,732
+603
+53% +$193K 0.01% 353
2022
Q1 		$412K Buy
1,129
+91
+9% +$29.6K 0.01% 380
2021
Q4 		$406K Buy
+1,038
New +$444K 0.01% 340

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

HB Wealth Management's LULU Position: Q2 2026 in Review

HB Wealth Management reduced its lululemon athletica (LULU) stake by 38% in Q2 2026, selling an estimated $271K and leaving 3,373 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

HB Wealth Management first reported a position in LULU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • HB Wealth Management held 3,373 shares of lululemon athletica worth $385K as of Q2 2026.
  • HB Wealth Management sold 2,027 lululemon athletica shares in Q2 2026, an estimated $271K.
  • lululemon athletica made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1243 holding.
  • HB Wealth Management first reported a position in lululemon athletica in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's lululemon athletica position peaked at $1.05M in Q1 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.