Mount Yale Investment Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $894K | Buy |
+5,838
| New | +$1.05M | 0.02% | 552 |
|
|
2025
Q4 | – | Sell |
-1,939
| Closed | -$345K | – | 771 |
|
|
2025
Q3 | $345K | Sell |
1,939
-2,095
| -52% | -$420K | 0.02% | 495 |
|
|
2025
Q2 | $958K | Buy |
4,034
+914
| +29% | +$252K | 0.07% | 212 |
|
|
2025
Q1 | $883K | Sell |
3,120
-713
| -19% | -$262K | 0.08% | 215 |
|
|
2024
Q4 | $1.47M | Sell |
3,833
-614
| -14% | -$200K | 0.12% | 154 |
|
|
2024
Q3 | $1.21M | Buy |
+4,447
| New | +$1.18M | 0.12% | 171 |
|
|
2024
Q2 | – | Sell |
-759
| Closed | -$297K | – | 565 |
|
|
2024
Q1 | $297K | Sell |
759
-16
| -2% | -$7.4K | 0.02% | 452 |
|
|
2023
Q4 | $396K | Buy |
775
+109
| +16% | +$47.1K | 0.04% | 360 |
|
|
2023
Q3 | $257K | Sell |
666
-10
| -1% | -$3.82K | 0.03% | 420 |
|
|
2023
Q2 | $256K | Buy |
+676
| New | +$249K | 0.03% | 423 |
|
|
2023
Q1 | – | Sell |
-5,692
| Closed | -$1.82M | – | 513 |
|
|
2022
Q4 | $1.82M | Sell |
5,692
-2,825
| -33% | -$929K | 0.21% | 109 |
|
|
2022
Q3 | $2.38M | Sell |
8,517
-58
| -0.7% | -$18K | 0.32% | 75 |
|
|
2022
Q2 | $2.34M | Sell |
8,575
-434
| -5% | -$139K | 0.29% | 77 |
|
|
2022
Q1 | $3.29M | Sell |
9,009
-77
| -0.8% | -$25.1K | 0.36% | 62 |
|
|
2021
Q4 | $3.56M | Sell |
9,086
-59
| -0.6% | -$25.2K | 0.37% | 64 |
|
|
2021
Q3 | $3.7M | Sell |
9,145
-311
| -3% | -$125K | 0.43% | 56 |
|
|
2021
Q2 | $3.45M | Sell |
9,456
-616
| -6% | -$203K | 0.42% | 57 |
|
|
2021
Q1 | $3.09M | Buy |
10,072
+565
| +6% | +$185K | 0.4% | 64 |
|
|
2020
Q4 | $3.31M | Buy |
9,507
+46
| +0.5% | +$16K | 0.46% | 56 |
|
|
2020
Q3 | $3.12M | Sell |
9,461
-5,078
| -35% | -$1.69M | 0.44% | 55 |
|
|
2020
Q2 | $4.54M | Buy |
14,539
+3,818
| +36% | +$976K | 0.81% | 29 |
|
|
2020
Q1 | $2.03M | Buy |
10,721
+3,071
| +40% | +$687K | 0.46% | 54 |
|
|
2019
Q4 | $1.83M | Buy |
+7,650
| New | +$1.63M | 0.32% | 78 |
|
|
2019
Q3 | – | Sell |
-2,420
| Closed | -$439K | – | 318 |
|
|
2019
Q2 | $439K | Buy |
2,420
+659
| +37% | +$114K | 0.08% | 213 |
|
|
2019
Q1 | $289K | Sell |
1,761
-17
| -1% | -$2.48K | 0.05% | 260 |
|
|
2018
Q4 | $266K | Buy |
1,778
+1,355
| +320% | +$182K | 0.05% | 270 |
|
|
2018
Q3 | $61K | Buy |
423
+223
| +112% | +$30.6K | 0.01% | 569 |
|
|
2018
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 750 |
|
|
2018
Q1 | $18K | Buy |
+200
| New | +$16K | ﹤0.01% | 788 |
|
Other funds holding LULU
VCM
VPM
Mount Yale Investment Advisors's LULU Position: Q1 2026 in Review
Mount Yale Investment Advisors opened a new position in lululemon athletica (LULU) in Q1 2026: 5,838 shares worth $894K. The stake represents 0.02% of the portfolio and ranks #552 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LULU as recently as Q3 2025.
Mount Yale Investment Advisors first reported a position in LULU in Q1 2018 and has held it in 29 quarters since. The position peaked at $4.54M in Q2 2020. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Mount Yale Investment Advisors held 5,838 shares of lululemon athletica worth $894K as of Q1 2026.
- lululemon athletica was a new Mount Yale Investment Advisors position in Q1 2026.
- lululemon athletica made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #552 holding.
- Mount Yale Investment Advisors first reported a position in lululemon athletica in Q1 2018 and has held it in 29 quarters since.
- Mount Yale Investment Advisors's lululemon athletica position peaked at $4.54M in Q2 2020.
- 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.