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Lake Street Private Wealth’s lululemon athletica LULU Stock Holding History

Lake Street Private Wealth’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 		$254K Buy
2,225
+173
+8% +$23.1K 0.03% 251
2026
Q1 		$314K Buy
2,052
+125
+6% +$22.4K 0.04% 207
2025
Q4 		$400K Sell
1,927
-35
-2% -$6.34K 0.05% 198
2025
Q3 		$349K Buy
1,962
+405
+26% +$81.2K 0.05% 205
2025
Q2 		$370K Buy
1,557
+32
+2% +$8.81K 0.05% 195
2025
Q1 		$432K Buy
1,525
+70
+5% +$25.7K 0.07% 164
2024
Q4 		$556K Sell
1,455
-173
-11% -$56.5K 0.09% 143
2024
Q3 		$442K Buy
1,628
+12
+0.7% +$3.19K 0.07% 171
2024
Q2 		$483K Sell
1,616
-83
-5% -$27.8K 0.06% 227
2024
Q1 		$664K Sell
1,699
-120
-7% -$55.5K 0.09% 190
2023
Q4 		$930K Sell
1,819
-1
-0.1% -$432 0.15% 137
2023
Q3 		$690K Sell
1,820
-68
-4% -$26K 0.12% 159
2023
Q2 		$715K Buy
1,888
+39
+2% +$14.4K 0.13% 157
2023
Q1 		$673K Sell
1,849
-196
-10% -$61.4K 0.13% 158
2022
Q4 		$655K Buy
2,045
+112
+6% +$36.8K 0.14% 156
2022
Q3 		$540K Sell
1,933
-328
-15% -$102K 0.12% 157
2022
Q2 		$616K Sell
2,261
-65
-3% -$20.8K 0.13% 149
2022
Q1 		$850K Sell
2,326
-204
-8% -$66.4K 0.15% 139
2021
Q4 		$990K Buy
2,530
+557
+28% +$238K 0.17% 132
2021
Q3 		$798K Sell
1,973
-76
-4% -$30.4K 0.19% 116
2021
Q2 		$746K Buy
2,049
+78
+4% +$25.7K 0.19% 117
2021
Q1 		$605K Sell
1,971
-15
-0.8% -$4.92K 0.17% 126
2020
Q4 		$691K Buy
1,986
+30
+2% +$10.4K 0.2% 109
2020
Q3 		$644K Buy
1,956
+145
+8% +$48.4K 0.22% 103
2020
Q2 		$565K Sell
1,811
-559
-24% -$143K 0.21% 97
2020
Q1 		$449K Buy
2,370
+695
+41% +$155K 0.2% 98
2019
Q4 		$388K Sell
1,675
-25
-1% -$5.33K 0.15% 128
2019
Q3 		$327K Buy
1,700
+150
+10% +$28K 0.15% 123
2019
Q2 		$279K Sell
1,550
-100
-6% -$17.4K 0.16% 100
2019
Q1 		$270K Buy
+1,650
New +$241K 0.19% 93

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

Lake Street Private Wealth's LULU Position: Q2 2026 in Review

Lake Street Private Wealth increased its lululemon athletica (LULU) stake by 8.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,225 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #251.

Lake Street Private Wealth first reported a position in LULU in Q1 2019 and has held it in 30 quarters since. The position peaked at $990K in Q4 2021. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Lake Street Private Wealth held 2,225 shares of lululemon athletica worth $254K as of Q2 2026.
  • Lake Street Private Wealth bought 173 lululemon athletica shares in Q2 2026, an estimated $23.1K.
  • lululemon athletica made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #251 holding.
  • Lake Street Private Wealth first reported a position in lululemon athletica in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's lululemon athletica position peaked at $990K in Q4 2021.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.