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Institute for Wealth Management’s lululemon athletica LULU Stock Holding History

Institute for 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 		$649K Buy
5,686
+3,130
+122% +$418K 0.06% 276
2026
Q1 		$391K Sell
2,556
-39
-2% -$6.99K 0.04% 367
2025
Q4 		$539K Buy
+2,595
New +$470K 0.06% 298
2025
Q3 		– Sell
-1,107
Closed -$263K – 588
2025
Q2 		$263K Sell
1,107
-55
-5% -$15.2K 0.03% 469
2025
Q1 		$329K Hold
1,162
– – 0.04% 391
2024
Q4 		$444K Buy
1,162
+1
+0.1% +$326 0.06% 311
2024
Q3 		$315K Sell
1,161
-11
-0.9% -$2.92K 0.04% 405
2024
Q2 		$350K Sell
1,172
-15
-1% -$5.01K 0.05% 359
2024
Q1 		$464K Sell
1,187
-36
-3% -$16.6K 0.06% 306
2023
Q4 		$625K Sell
1,223
-17
-1% -$7.34K 0.1% 228
2023
Q3 		$478K Sell
1,240
-66
-5% -$25.2K 0.09% 269
2023
Q2 		$494K Sell
1,306
-50
-4% -$18.4K 0.08% 270
2023
Q1 		$494K Sell
1,356
-38
-3% -$11.9K 0.09% 264
2022
Q4 		$447K Sell
1,394
-93
-6% -$30.6K 0.09% 279
2022
Q3 		$416K Sell
1,487
-6
-0.4% -$1.86K 0.09% 275
2022
Q2 		$407K Buy
1,493
+17
+1% +$5.45K 0.08% 319
2022
Q1 		$539K Sell
1,476
-2
-0.1% -$651 0.09% 281
2021
Q4 		$579K Sell
1,478
-17
-1% -$7.26K 0.09% 257
2021
Q3 		$605K Hold
1,495
– – 0.11% 234
2021
Q2 		$546K Sell
1,495
-45
-3% -$14.8K 0.1% 258
2021
Q1 		$472K Buy
1,540
+39
+3% +$12.8K 0.09% 280
2020
Q4 		$522K Sell
1,501
-211
-12% -$73.3K 0.1% 243
2020
Q3 		$564K Buy
1,712
+159
+10% +$53.1K 0.13% 202
2020
Q2 		$485K Buy
1,553
+141
+10% +$36.1K 0.12% 237
2020
Q1 		$268K Sell
1,412
-7
-0.5% -$1.57K 0.08% 300
2019
Q4 		$329K Buy
1,419
+120
+9% +$25.6K 0.07% 325
2019
Q3 		$250K Sell
1,299
-105
-7% -$19.6K 0.06% 359
2019
Q2 		$253K Buy
+1,404
New +$244K 0.06% 389

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

Institute for Wealth Management's LULU Position: Q2 2026 in Review

Institute for Wealth Management increased its lululemon athletica (LULU) stake by 122% in Q2 2026, buying an estimated $418K and bringing the position to 5,686 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #276.

Institute for Wealth Management first reported a position in LULU in Q2 2019 and has held it in 28 quarters since. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Institute for Wealth Management held 5,686 shares of lululemon athletica worth $649K as of Q2 2026.
  • Institute for Wealth Management bought 3,130 lululemon athletica shares in Q2 2026, an estimated $418K.
  • lululemon athletica made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Institute for Wealth Management first reported a position in lululemon athletica in Q2 2019 and has held it in 28 quarters since.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.