Icon Wealth Advisors’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$496K Buy
+4,345
New +$580K 0.03% 279
2025
Q3
Sell
-421
Closed -$100K 542
2025
Q2
$100K Buy
+421
New +$116K 0.01% 510
2025
Q1
Sell
-363
Closed -$139K 515
2024
Q4
$139K Buy
+363
New +$119K 0.01% 446
2024
Q2
Sell
-485
Closed -$189K 476
2024
Q1
$189K Buy
485
+4
+0.8% +$1.85K 0.02% 350
2023
Q4
$246K Buy
+481
New +$208K 0.03% 295

Other funds holding LULU

Icon Wealth Advisors's LULU Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in lululemon athletica (LULU) in Q2 2026: 4,345 shares worth $496K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in LULU as recently as Q2 2025.

Icon Wealth Advisors first reported a position in LULU in Q4 2023 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Icon Wealth Advisors held 4,345 shares of lululemon athletica worth $496K as of Q2 2026.
  • lululemon athletica was a new Icon Wealth Advisors position in Q2 2026.
  • lululemon athletica made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • Icon Wealth Advisors first reported a position in lululemon athletica in Q4 2023 and has held it in 5 quarters since.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.