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J.W. Cole Advisors’s lululemon athletica LULU Stock Holding History

J.W. Cole Advisors’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 		– Sell
-1,284
Closed -$239K – 1185
2025
Q4 		$239K Sell
1,284
-721
-36% -$131K 0.01% 1215
2025
Q3 		$357K Buy
2,005
+717
+56% +$144K 0.01% 1132
2025
Q2 		$306K Buy
1,288
+265
+26% +$73K 0.01% 1136
2025
Q1 		$290K Buy
1,023
+192
+23% +$70.4K 0.01% 981
2024
Q4 		$318K Sell
831
-569
-41% -$186K 0.01% 765
2024
Q3 		$380K Buy
1,400
+6
+0.4% +$1.59K 0.02% 701
2024
Q2 		$416K Buy
1,394
+318
+30% +$106K 0.02% 577
2024
Q1 		$420K Sell
1,076
-846
-44% -$391K 0.02% 579
2023
Q4 		$983K Sell
1,922
-545
-22% -$235K 0.06% 306
2023
Q3 		$951K Buy
2,467
+1,499
+155% +$573K 0.07% 266
2023
Q2 		$366K Sell
968
-618
-39% -$228K 0.03% 517
2023
Q1 		$578K Buy
1,586
+500
+46% +$157K 0.04% 412
2022
Q4 		$348K Sell
1,086
-114
-10% -$37.5K 0.03% 509
2022
Q3 		$335K Sell
1,200
-205
-15% -$63.6K 0.03% 499
2022
Q2 		$383K Sell
1,405
-118
-8% -$37.8K 0.03% 478
2022
Q1 		$556K Buy
1,523
+244
+19% +$79.4K 0.04% 421
2021
Q4 		$501K Buy
1,279
+1
+0.1% +$427 0.03% 462
2021
Q3 		$517K Sell
1,278
-99
-7% -$39.7K 0.04% 255
2021
Q2 		$503K Sell
1,377
-43
-3% -$14.2K 0.04% 430
2021
Q1 		$436K Sell
1,420
-130
-8% -$42.7K 0.04% 421
2020
Q4 		$539K Buy
1,550
+630
+68% +$219K 0.06% 328
2020
Q3 		$303K Buy
+920
New +$307K 0.02% 543
2020
Q1 		– Sell
-2,426
Closed -$562K – 339
2019
Q4 		$562K Buy
+2,426
New +$517K 0.07% 281

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

J.W. Cole Advisors's LULU Position: Q1 2026 in Review

J.W. Cole Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,284 shares — an estimated $239K sold.

J.W. Cole Advisors first reported a position in LULU in Q4 2019 and held it in 23 quarters. The position peaked at $983K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • J.W. Cole Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,284 lululemon athletica shares in Q1 2026, an estimated $239K.
  • J.W. Cole Advisors first reported a position in lululemon athletica in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's lululemon athletica position peaked at $983K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.