MWM
LULU icon

Moran Wealth Management’s lululemon athletica LULU Stock Holding History

Moran 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 		$5.1M Buy
33,342
+2,098
+7% +$376K 0.16% 192
2025
Q4 		$6.49M Buy
31,244
+18,205
+140% +$3.3M 0.2% 156
2025
Q3 		$2.32M Sell
13,039
-12,137
-48% -$2.43M 0.07% 268
2025
Q2 		$5.98M Buy
+25,176
New +$6.94M 0.18% 154
2024
Q2 		– Sell
-804
Closed -$314K – 416
2024
Q1 		$314K Buy
804
+307
+62% +$142K 0.01% 372
2023
Q4 		$254K Buy
+497
New +$215K 0.01% 371

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

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

Moran Wealth Management increased its lululemon athletica (LULU) stake by 6.7% in Q1 2026, buying an estimated $376K and bringing the position to 33,342 shares worth $5.1M. The position accounts for 0.16% of the portfolio, ranked #192.

Moran Wealth Management first reported a position in LULU in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.49M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Moran Wealth Management held 33,342 shares of lululemon athletica worth $5.1M as of Q1 2026.
  • Moran Wealth Management bought 2,098 lululemon athletica shares in Q1 2026, an estimated $376K.
  • lululemon athletica made up 0.16% of Moran Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Moran Wealth Management first reported a position in lululemon athletica in Q4 2023 and has held it in 6 quarters since.
  • Moran Wealth Management's lululemon athletica position peaked at $6.49M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.