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Moody National Bank Trust Division’s lululemon athletica LULU Stock Holding History

Moody National Bank Trust Division’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
-2,479
Closed -$515K – 520
2025
Q4 		$515K Sell
2,479
-815
-25% -$148K 0.05% 339
2025
Q3 		$586K Buy
3,294
+383
+13% +$76.7K 0.05% 332
2025
Q2 		$692K Sell
2,911
-257
-8% -$70.8K 0.06% 298
2025
Q1 		$897K Buy
3,168
+39
+1% +$14.3K 0.09% 249
2024
Q4 		$1.2M Sell
3,129
-134
-4% -$43.7K 0.13% 188
2024
Q3 		$885K Buy
3,263
+420
+15% +$111K 0.09% 248
2024
Q2 		$849K Sell
2,843
-3
-0.1% -$1K 0.07% 215
2024
Q1 		$1.11M Buy
2,846
+29
+1% +$13.4K 0.09% 180
2023
Q4 		$1.44M Sell
2,817
-416
-13% -$180K 0.11% 136
2023
Q3 		$1.25M Buy
+3,233
New +$1.24M 0.08% 188

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

Moody National Bank Trust Division's LULU Position: Q1 2026 in Review

Moody National Bank Trust Division sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 2,479 shares — an estimated $515K sold.

Moody National Bank Trust Division first reported a position in LULU in Q3 2023 and held it in 10 quarters. The position peaked at $1.44M in Q4 2023. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Moody National Bank Trust Division reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 2,479 lululemon athletica shares in Q1 2026, an estimated $515K.
  • Moody National Bank Trust Division first reported a position in lululemon athletica in Q3 2023 and held it in 10 quarters.
  • Moody National Bank Trust Division's lululemon athletica position peaked at $1.44M in Q4 2023.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Moody National Bank Trust Division's 13F filing for Q1 2026, filed 9 Apr 2026.