Mascoma Wealth Management’s lululemon athletica LULU Stock Holding History

Mascoma Wealth 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 Q2	$799	Hold	7	–	–	﹤0.01%	523
2026 Q1	$1.07K	Hold	7	–	–	﹤0.01%	474
2025 Q4	$1.46K	Hold	7	–	–	﹤0.01%	433
2025 Q3	$1.25K	Hold	7	–	–	﹤0.01%	437
2025 Q2	$1.66K	Hold	7	–	–	﹤0.01%	444
2025 Q1	$1.98K	Hold	7	–	–	﹤0.01%	455
2024 Q4	$2.68K	Sell	7 -16	-70%	-$5.22K	﹤0.01%	455
2024 Q3	$6.24K	Hold	23	–	–	﹤0.01%	368
2024 Q2	$6.87K	Hold	23	–	–	﹤0.01%	378
2024 Q1	$8.98K	Hold	23	–	–	﹤0.01%	328
2023 Q4	$11.8K	Hold	23	–	–	﹤0.01%	308
2023 Q3	$8.87K	Hold	23	–	–	﹤0.01%	332
2023 Q2	$8.76K	Hold	23	–	–	﹤0.01%	331
2023 Q1	$8.74K	Hold	23	–	–	﹤0.01%	424
2022 Q4	$7.37K	Buy	+23	New	+$7.56K	﹤0.01%	445

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's LULU Position: Q2 2026 in Review

Mascoma Wealth Management held its lululemon athletica (LULU) position steady in Q2 2026 at 7 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Mascoma Wealth Management first reported a position in LULU in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Mascoma Wealth Management held 7 shares of lululemon athletica worth $799 as of Q2 2026.
Mascoma Wealth Management left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #523 holding.
Mascoma Wealth Management first reported a position in lululemon athletica in Q4 2022 and has held it in 15 quarters since.
Mascoma Wealth Management's lululemon athletica position peaked at $11.8K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.