Marquette Asset Management’s lululemon athletica LULU Stock Holding History

Marquette Asset Management’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 Q3	–	Sell	-23	Closed	-$2.63K	–	859
2026 Q2	$2.63K	Buy	23 +6	+35%	+$802	﹤0.01%	541
2026 Q1	$2.6K	Buy	+17	New	+$3.05K	﹤0.01%	474
2025 Q4	–	Sell	-8	Closed	-$1.42K	–	808
2025 Q3	$1.42K	Buy	+8	New	+$1.6K	﹤0.01%	646
2023 Q4	–	Sell	-18	Closed	-$6.94K	–	251
2023 Q3	$6.94K	Buy	18 +6	+50%	+$2.29K	﹤0.01%	235
2023 Q2	$4.54K	Buy	+12	New	+$4.43K	﹤0.01%	271

Other funds holding LULU

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Marquette Asset Management's LULU Position: Q3 2026 in Review

Marquette Asset Management sold out of lululemon athletica (LULU) in Q3 2026, closing a stake of 23 shares — an estimated $2.63K sold.

Marquette Asset Management first reported a position in LULU in Q2 2023 and held it in 5 quarters. The position peaked at $6.94K in Q3 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Marquette Asset Management reported no remaining lululemon athletica position as of Q3 2026 after selling out during the quarter.
Marquette Asset Management sold 23 lululemon athletica shares in Q3 2026, an estimated $2.63K.
Marquette Asset Management first reported a position in lululemon athletica in Q2 2023 and held it in 5 quarters.
Marquette Asset Management's lululemon athletica position peaked at $6.94K in Q3 2023.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.