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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
2020
Q1 		– Sell
-4
Closed -$15K – 671
2019
Q4 		$15K Buy
+4
New +$853 ﹤0.01% 878

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.