Live Oak Private Wealth’s lululemon athletica LULU Stock Holding History

Live Oak 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 Q1	$1.78M	Sell	11,646 -255	-2%	-$45.7K	0.25%	81
2025 Q4	$2.47M	Sell	11,901 -2,166	-15%	-$392K	0.34%	66
2025 Q3	$2.5M	Sell	14,067 -453	-3%	-$90.8K	0.35%	67
2025 Q2	$3.45M	Sell	14,520 -107	-0.7%	-$29.5K	0.51%	58
2025 Q1	$4.14M	Buy	14,627 +917	+7%	+$336K	0.67%	52
2024 Q4	$5.24M	Buy	13,710 +74	+0.5%	+$24.2K	0.88%	44
2024 Q3	$3.7M	Buy	13,636 +665	+5%	+$176K	0.6%	54
2024 Q2	$3.87M	Buy	+12,971	New	+$4.34M	0.67%	55

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

Live Oak Private Wealth's LULU Position: Q1 2026 in Review

Live Oak Private Wealth reduced its lululemon athletica (LULU) stake by 2.1% in Q1 2026, selling an estimated $45.7K and leaving 11,646 shares worth $1.78M. The position accounts for 0.25% of the portfolio, ranked #81.

Live Oak Private Wealth first reported a position in LULU in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.24M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Live Oak Private Wealth held 11,646 shares of lululemon athletica worth $1.78M as of Q1 2026.
Live Oak Private Wealth sold 255 lululemon athletica shares in Q1 2026, an estimated $45.7K.
lululemon athletica made up 0.25% of Live Oak Private Wealth's portfolio in Q1 2026, its #81 holding.
Live Oak Private Wealth first reported a position in lululemon athletica in Q2 2024 and has held it in 8 quarters since.
Live Oak Private Wealth's lululemon athletica position peaked at $5.24M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.