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Meridian Wealth Management’s lululemon athletica LULU Stock Holding History

Meridian 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
Q1 		$794K Sell
5,188
-382
-7% -$68.5K 0.03% 399
2025
Q4 		$1.16M Buy
5,570
+784
+16% +$142K 0.04% 323
2025
Q3 		$852K Buy
4,786
+438
+10% +$87.8K 0.03% 361
2025
Q2 		$1.03M Buy
4,348
+175
+4% +$48.2K 0.04% 302
2025
Q1 		$1.18M Buy
4,173
+1,217
+41% +$446K 0.06% 258
2024
Q4 		$1.13M Buy
2,956
+41
+1% +$13.4K 0.05% 268
2024
Q3 		$791K Buy
+2,915
New +$774K 0.04% 323
2024
Q1 		– Sell
-1,089
Closed -$557K – 366
2023
Q4 		$557K Sell
1,089
-1,487
-58% -$642K 0.04% 363
2023
Q3 		$993K Buy
2,576
+803
+45% +$307K 0.06% 234
2023
Q2 		$671K Buy
1,773
+674
+61% +$249K 0.06% 273
2023
Q1 		$400K Sell
1,099
-27
-2% -$8.46K 0.03% 358
2022
Q4 		$361K Buy
1,126
+136
+14% +$44.7K 0.04% 373
2022
Q3 		$277K Sell
990
-41
-4% -$12.7K 0.03% 381
2022
Q2 		$281K Sell
1,031
-104
-9% -$33.3K 0.02% 445
2022
Q1 		$415K Buy
1,135
+258
+29% +$84K 0.05% 266
2021
Q4 		$343K Sell
877
-56
-6% -$23.9K 0.04% 297
2021
Q3 		$378K Buy
933
+73
+8% +$29.2K 0.05% 269
2021
Q2 		$314K Buy
860
+19
+2% +$6.26K 0.04% 294
2021
Q1 		$258K Buy
841
+40
+5% +$13.1K 0.04% 299
2020
Q4 		$278K Sell
801
-53
-6% -$18.4K 0.04% 267
2020
Q3 		$281K Buy
854
+34
+4% +$11.3K 0.07% 192
2020
Q2 		$255K Buy
+820
New +$210K 0.09% 178
2018
Q4 		– Sell
-15,740
Closed -$2.56M – 173
2018
Q3 		$2.56M Buy
+15,740
New +$2.16M 1.1% 24

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

Meridian Wealth Management's LULU Position: Q1 2026 in Review

Meridian Wealth Management reduced its lululemon athletica (LULU) stake by 6.9% in Q1 2026, selling an estimated $68.5K and leaving 5,188 shares worth $794K. The position accounts for 0.03% of the portfolio, ranked #399.

Meridian Wealth Management first reported a position in LULU in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.56M in Q3 2018. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Meridian Wealth Management held 5,188 shares of lululemon athletica worth $794K as of Q1 2026.
  • Meridian Wealth Management sold 382 lululemon athletica shares in Q1 2026, an estimated $68.5K.
  • lululemon athletica made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #399 holding.
  • Meridian Wealth Management first reported a position in lululemon athletica in Q3 2018 and has held it in 23 quarters since.
  • Meridian Wealth Management's lululemon athletica position peaked at $2.56M in Q3 2018.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.