Legacy Financial Advisors’s lululemon athletica LULU Stock Holding History

Legacy Financial 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	$742K	Buy	4,850 +786	+19%	+$141K	0.1%	169
2025 Q4	$844K	Buy	4,064 +2,010	+98%	+$364K	0.12%	146
2025 Q3	$365K	Buy	+2,054	New	+$412K	0.05%	283
2019 Q2	–	Sell	-180	Closed	-$29K	–	570
2019 Q1	$29K	Buy	180 +174	+2,900%	+$25.4K	0.01%	380
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	913
2018 Q3	$0	Buy	+6	New	+$823	﹤0.01%	922

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

Legacy Financial Advisors's LULU Position: Q1 2026 in Review

Legacy Financial Advisors increased its lululemon athletica (LULU) stake by 19% in Q1 2026, buying an estimated $141K and bringing the position to 4,850 shares worth $742K. The position accounts for 0.1% of the portfolio, ranked #169.

Legacy Financial Advisors first reported a position in LULU in Q3 2018 and has held it in 6 quarters since. The position peaked at $844K in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Legacy Financial Advisors held 4,850 shares of lululemon athletica worth $742K as of Q1 2026.
Legacy Financial Advisors bought 786 lululemon athletica shares in Q1 2026, an estimated $141K.
lululemon athletica made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #169 holding.
Legacy Financial Advisors first reported a position in lululemon athletica in Q3 2018 and has held it in 6 quarters since.
Legacy Financial Advisors's lululemon athletica position peaked at $844K in Q4 2025.
949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.