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Kaizen Financial Strategies’s lululemon athletica LULU Stock Holding History

Kaizen Financial Strategies’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
-1,190
Closed -$247K – 182
2025
Q4 		$247K Buy
+1,190
New +$216K 0.11% 140
2025
Q2 		– Sell
-1,069
Closed -$303K – 154
2025
Q1 		$303K Buy
1,069
+448
+72% +$164K 0.17% 101
2024
Q4 		$237K Buy
+621
New +$203K 0.13% 112

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $22.1B AUM 6.81% 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

Kaizen Financial Strategies's LULU Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,190 shares — an estimated $247K sold.

Kaizen Financial Strategies first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $303K in Q1 2025. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,190 lululemon athletica shares in Q1 2026, an estimated $247K.
  • Kaizen Financial Strategies first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • Kaizen Financial Strategies's lululemon athletica position peaked at $303K in Q1 2025.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.