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Lineweaver Wealth Advisors’s lululemon athletica LULU Stock Holding History

Lineweaver Wealth 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 		– Sell
-1,140
Closed -$237K – 181
2025
Q4 		$237K Sell
1,140
-54
-5% -$9.78K 0.03% 168
2025
Q3 		$212K Sell
1,194
-212
-15% -$42.5K 0.03% 163
2025
Q2 		$334K Buy
1,406
+510
+57% +$140K 0.05% 134
2025
Q1 		$254K Buy
896
+74
+9% +$27.1K 0.04% 128
2024
Q4 		$314K Sell
822
-5
-0.6% -$1.63K 0.06% 116
2024
Q3 		$224K Buy
827
+22
+3% +$5.84K 0.04% 120
2024
Q2 		$240K Sell
805
-52
-6% -$17.4K 0.05% 118
2024
Q1 		$335K Sell
857
-13
-1% -$6.01K 0.08% 109
2023
Q4 		$445K Sell
870
-234
-21% -$101K 0.12% 105
2023
Q3 		$426K Hold
1,104
– – 0.12% 101
2023
Q2 		$418K Sell
1,104
-1
-0.1% -$369 0.12% 89
2023
Q1 		$402K Sell
1,105
-29
-3% -$9.09K 0.12% 92
2022
Q4 		$363K Hold
1,134
– – 0.11% 97
2022
Q3 		$317K Sell
1,134
-64
-5% -$19.8K 0.1% 102
2022
Q2 		$326K Buy
1,198
+37
+3% +$11.9K 0.11% 98
2022
Q1 		$424K Hold
1,161
– – 0.12% 99
2021
Q4 		$454K Hold
1,161
– – 0.13% 88
2021
Q3 		$469K Buy
1,161
+310
+36% +$124K 0.14% 83
2021
Q2 		$310K Hold
851
– – 0.1% 99
2021
Q1 		$261K Buy
851
+40
+5% +$13.1K 0.09% 96
2020
Q4 		$282K Buy
811
+93
+13% +$32.3K 0.11% 81
2020
Q3 		$236K Buy
+718
New +$240K 0.11% 80

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

Lineweaver Wealth Advisors's LULU Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,140 shares — an estimated $237K sold.

Lineweaver Wealth Advisors first reported a position in LULU in Q3 2020 and held it in 22 quarters. The position peaked at $469K in Q3 2021. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Lineweaver Wealth Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 1,140 lululemon athletica shares in Q1 2026, an estimated $237K.
  • Lineweaver Wealth Advisors first reported a position in lululemon athletica in Q3 2020 and held it in 22 quarters.
  • Lineweaver Wealth Advisors's lululemon athletica position peaked at $469K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.