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Mowery & Schoenfeld Wealth Management’s lululemon athletica LULU Stock Holding History

Mowery & Schoenfeld 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
Q2 		$1.14K Buy
+10
New +$1.34K ﹤0.01% 342
2026
Q1 		– Sell
-40
Closed -$8.31K – 436
2025
Q4 		$8.31K Buy
40
+10
+33% +$1.81K 0.01% 269
2025
Q3 		$5.34K Sell
30
-9
-23% -$1.8K 0.01% 280
2025
Q2 		$9.27K Hold
39
– – 0.01% 222
2025
Q1 		$11K Buy
39
+29
+290% +$10.6K 0.02% 262
2024
Q4 		$3.83K Buy
+10
New +$3.27K 0.01% 332

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LULU Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in lululemon athletica (LULU) in Q2 2026: 10 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in LULU as recently as Q4 2025.

Mowery & Schoenfeld Wealth Management first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $11K in Q1 2025. 466 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 10 shares of lululemon athletica worth $1.14K as of Q2 2026.
  • lululemon athletica was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's lululemon athletica position peaked at $11K in Q1 2025.
  • 466 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.