LPL Financial
LULU icon

LPL Financial’s lululemon athletica LULU Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-1,300
Closed -$231K – 5990
2025
Q3 		$231K Buy
+1,300
New +$260K ﹤0.01% 5249

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

LPL Financial's LULU Position: Q1 2026 in Review

LPL Financial reduced its lululemon athletica (LULU) stake by 9.3% in Q1 2026, selling an estimated $1.58M and leaving 85,804 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

LPL Financial first reported a position in LULU in Q2 2013 and has held it in 48 quarters since. The position peaked at $49.3M in Q4 2024. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • LPL Financial held 85,804 shares of lululemon athletica worth $13.1M as of Q1 2026.
  • LPL Financial sold 8,791 lululemon athletica shares in Q1 2026, an estimated $1.58M.
  • lululemon athletica made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1781 holding.
  • LPL Financial first reported a position in lululemon athletica in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's lululemon athletica position peaked at $49.3M in Q4 2024.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.