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Laurel Wealth Advisors (North Carolina)’s lululemon athletica LULU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-570
Closed -$118K – 453
2025
Q4 		$118K Buy
+570
New +$103K 0.02% 234
2025
Q3 		– Sell
-1,208
Closed -$287K – 175
2025
Q2 		$287K Buy
1,208
+988
+449% +$272K 0.04% 165
2025
Q1 		$62.3K Hold
220
– – 0.01% 284
2024
Q4 		$84.1K Sell
220
-30
-12% -$9.79K 0.01% 254
2024
Q3 		$67.8K Sell
250
-281
-53% -$74.6K 0.01% 281
2024
Q2 		$159K Buy
531
+108
+26% +$36.1K 0.03% 190
2024
Q1 		$165K Hold
423
– – 0.03% 193
2023
Q4 		$216K Hold
423
– – 0.04% 170
2023
Q3 		$163K Sell
423
-198
-32% -$75.6K 0.03% 181
2023
Q2 		$235K Hold
621
– – 0.05% 159
2023
Q1 		$226K Hold
621
– – 0.05% 161
2022
Q4 		$199K Buy
621
+100
+19% +$32.9K 0.05% 163
2022
Q3 		$146K Buy
521
+3
+0.6% +$930 0.04% 181
2022
Q2 		$141K Sell
518
-10
-2% -$3.21K 0.03% 182
2022
Q1 		$193K Sell
528
-70
-12% -$22.8K 0.04% 173
2021
Q4 		$234K Hold
598
– – 0.05% 157
2021
Q3 		$242K Sell
598
-280
-32% -$112K 0.05% 152
2021
Q2 		$320K Hold
878
– – 0.07% 145
2021
Q1 		$269K Buy
878
+57
+7% +$18.7K 0.07% 144
2020
Q4 		$286K Buy
821
+125
+18% +$43.4K 0.07% 138
2020
Q3 		$229K Buy
696
+260
+60% +$86.8K 0.07% 135
2020
Q2 		$136K Buy
436
+430
+7,167% +$110K 0.04% 154
2020
Q1 		$1K Hold
6
– – ﹤0.01% 493
2019
Q4 		$1K Hold
6
– – ﹤0.01% 510
2019
Q3 		$1K Hold
6
– – ﹤0.01% 496
2019
Q2 		$1K Buy
+6
New +$1.04K ﹤0.01% 502

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LULU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 570 shares — an estimated $118K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LULU in Q2 2019 and held it in 26 quarters. The position peaked at $320K in Q2 2021. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 570 lululemon athletica shares in Q1 2026, an estimated $118K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in lululemon athletica in Q2 2019 and held it in 26 quarters.
  • Laurel Wealth Advisors (North Carolina)'s lululemon athletica position peaked at $320K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.