Merited Wealth’s lululemon athletica LULU Stock Holding History

Merited 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	–	Sell	-7	Closed	-$1.46K	–	200
2025 Q4	$1.46K	Buy	+7	New	+$1.27K	﹤0.01%	276

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

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

Merited Wealth's LULU Position: Q1 2026 in Review

Merited Wealth sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 7 shares — an estimated $1.46K sold.

Merited Wealth first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $1.46K in Q4 2025. 953 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Merited Wealth reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 7 lululemon athletica shares in Q1 2026, an estimated $1.46K.
Merited Wealth first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
Merited Wealth's lululemon athletica position peaked at $1.46K in Q4 2025.
953 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.