Lido Advisors
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Lido Advisors’s lululemon athletica LULU Stock Holding History

Lido 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
2023
Q1 		– Sell
-500
Closed -$160K – 1209
2022
Q4 		$160K Buy
+500
New +$164K ﹤0.01% 928

Other funds holding LULU

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $21.4B AUM 8.31% 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

Lido Advisors's LULU Position: Q1 2026 in Review

Lido Advisors reduced its lululemon athletica (LULU) stake by 48% in Q1 2026, selling an estimated $572K and leaving 3,441 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Lido Advisors first reported a position in LULU in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.21M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Lido Advisors held 3,441 shares of lululemon athletica worth $527K as of Q1 2026.
  • Lido Advisors sold 3,192 lululemon athletica shares in Q1 2026, an estimated $572K.
  • lululemon athletica made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1273 holding.
  • Lido Advisors first reported a position in lululemon athletica in Q2 2018 and has held it in 31 quarters since.
  • Lido Advisors's lululemon athletica position peaked at $8.21M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.