Key Financial Inc’s lululemon athletica LULU Stock Holding History

Key Financial Inc’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	$21.9K	Sell	143 -3	-2%	-$538	﹤0.01%	708
2025 Q4	$30.3K	Hold	146	–	–	0.01%	632
2025 Q3	$25.9K	Sell	146 -97	-40%	-$19.4K	﹤0.01%	663
2025 Q2	$57.7K	Hold	243	–	–	0.01%	462
2025 Q1	$68.8K	Hold	243	–	–	0.02%	426
2024 Q4	$92.9K	Hold	243	–	–	0.02%	368
2024 Q3	$65.9K	Hold	243	–	–	0.01%	432
2024 Q2	$72.6K	Hold	243	–	–	0.02%	396
2024 Q1	$94.9K	Hold	243	–	–	0.02%	335
2023 Q4	$124K	Hold	243	–	–	0.03%	267
2023 Q3	$93.7K	Hold	243	–	–	0.03%	310
2023 Q2	$92K	Hold	243	–	–	0.03%	314
2023 Q1	$88.5K	Buy	243 +100	+70%	+$31.4K	0.03%	312
2022 Q4	$40K	Hold	143	–	–	0.02%	393
2022 Q3	$40K	Hold	143	–	–	0.02%	397
2022 Q2	$38K	Hold	143	–	–	0.02%	407
2022 Q1	$52K	Hold	143	–	–	0.03%	358
2021 Q4	$56K	Hold	143	–	–	0.03%	332
2021 Q3	$58K	Hold	143	–	–	0.03%	327
2021 Q2	$57K	Buy	+143	New	+$47.1K	0.03%	335

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's LULU Position: Q1 2026 in Review

Key Financial Inc reduced its lululemon athletica (LULU) stake by 2.1% in Q1 2026, selling an estimated $538 and leaving 143 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Key Financial Inc first reported a position in LULU in Q2 2021 and has held it in 20 quarters since. The position peaked at $124K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Key Financial Inc held 143 shares of lululemon athletica worth $21.9K as of Q1 2026.
Key Financial Inc sold 3 lululemon athletica shares in Q1 2026, an estimated $538.
lululemon athletica made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #708 holding.
Key Financial Inc first reported a position in lululemon athletica in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's lululemon athletica position peaked at $124K in Q4 2023.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.