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Independent Advisor Alliance’s lululemon athletica LULU Stock Holding History

Independent Advisor Alliance’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
Q1 		$455K Buy
2,970
+1,465
+97% +$263K ﹤0.01% 1153
2025
Q4 		$313K Sell
1,505
-988
-40% -$179K 0.01% 785
2025
Q3 		$444K Sell
2,493
-214
-8% -$42.9K 0.01% 657
2025
Q2 		$643K Sell
2,707
-311
-10% -$85.7K 0.02% 514
2025
Q1 		$854K Buy
3,018
+50
+2% +$18.3K 0.03% 401
2024
Q4 		$1.13M Sell
2,968
-9
-0.3% -$2.94K 0.02% 697
2024
Q3 		$808K Buy
2,977
+315
+12% +$83.6K 0.03% 364
2024
Q2 		$795K Buy
2,662
+934
+54% +$312K 0.03% 369
2024
Q1 		$675K Sell
1,728
-234
-12% -$108K 0.02% 392
2023
Q4 		$1M Buy
1,962
+588
+43% +$254K 0.04% 310
2023
Q3 		$530K Sell
1,374
-156
-10% -$59.6K 0.02% 401
2023
Q2 		$579K Buy
1,530
+79
+5% +$29.1K 0.03% 401
2023
Q1 		$528K Buy
+1,451
New +$455K 0.03% 411
2022
Q4 		– Sell
-1,129
Closed -$316K – 533
2022
Q3 		$316K Buy
1,129
+83
+8% +$25.7K 0.02% 469
2022
Q2 		$285K Sell
1,046
-64
-6% -$20.5K 0.02% 496
2022
Q1 		$405K Buy
1,110
+166
+18% +$54K 0.02% 445
2021
Q4 		$370K Buy
944
+102
+12% +$43.6K 0.02% 466
2021
Q3 		$341K Sell
842
-137
-14% -$54.9K 0.02% 464
2021
Q2 		$357K Sell
979
-310
-24% -$102K 0.02% 472
2021
Q1 		$395K Buy
+1,289
New +$423K 0.02% 422
2020
Q3 		– Sell
-765
Closed -$239K – 515
2020
Q2 		$239K Buy
+765
New +$196K 0.03% 400
2020
Q1 		– Sell
-869
Closed -$201K – 672
2019
Q4 		$201K Buy
+869
New +$185K 0.01% 822

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's LULU Position: Q1 2026 in Review

Independent Advisor Alliance increased its lululemon athletica (LULU) stake by 97% in Q1 2026, buying an estimated $263K and bringing the position to 2,970 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Independent Advisor Alliance first reported a position in LULU in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.13M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Independent Advisor Alliance held 2,970 shares of lululemon athletica worth $455K as of Q1 2026.
  • Independent Advisor Alliance bought 1,465 lululemon athletica shares in Q1 2026, an estimated $263K.
  • lululemon athletica made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1153 holding.
  • Independent Advisor Alliance first reported a position in lululemon athletica in Q4 2019 and has held it in 22 quarters since.
  • Independent Advisor Alliance's lululemon athletica position peaked at $1.13M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.