IMA Advisory Services’s lululemon athletica LULU Stock Holding History

IMA Advisory Services’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	$1.71K	Buy	+15	New	+$2K	﹤0.01%	1131
2022 Q4	–	Sell	-1	Closed	–	–	400
2022 Q3	$0	Buy	+1	New	+$310	﹤0.01%	385
2022 Q1	–	Sell	-1,612	Closed	-$631K	–	309
2021 Q4	$631K	Sell	1,612 -2,079	-56%	-$888K	0.14%	99
2021 Q3	$1.49M	Sell	3,691 -21	-0.6%	-$8.41K	0.35%	81
2021 Q2	$1.35M	Buy	3,712 +305	+9%	+$100K	0.32%	85
2021 Q1	$1.04M	Buy	3,407 +77	+2%	+$25.3K	0.26%	85
2020 Q4	$1.16M	Buy	3,330 +64	+2%	+$22.2K	0.32%	78
2020 Q3	$1.08M	Sell	3,266 -1,015	-24%	-$339K	0.36%	83
2020 Q2	$1.34M	Sell	4,281 -927	-18%	-$237K	0.48%	68
2020 Q1	$987K	Buy	5,208 +5,150	+8,879%	+$1.15M	0.43%	68
2019 Q4	$13K	Hold	58	–	–	﹤0.01%	203
2019 Q3	$11K	Buy	58 +33	+132%	+$6.17K	﹤0.01%	207
2019 Q2	$5K	Buy	+25	New	+$4.34K	﹤0.01%	244

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMA Advisory Services's LULU Position: Q2 2026 in Review

IMA Advisory Services opened a new position in lululemon athletica (LULU) in Q2 2026: 15 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in LULU as recently as Q3 2022.

IMA Advisory Services first reported a position in LULU in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.49M in Q3 2021. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

IMA Advisory Services held 15 shares of lululemon athletica worth $1.71K as of Q2 2026.
lululemon athletica was a new IMA Advisory Services position in Q2 2026.
lululemon athletica made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1131 holding.
IMA Advisory Services first reported a position in lululemon athletica in Q2 2019 and has held it in 13 quarters since.
IMA Advisory Services's lululemon athletica position peaked at $1.49M in Q3 2021.
847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.