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Mutual Advisors’s lululemon athletica LULU Stock Holding History

Mutual Advisors’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
Q3 		$1.56M Buy
16,262
+6,355
+64% +$722K 0.03% 483
2026
Q2 		$1.13M Sell
9,907
-43
-0.4% -$5.74K 0.02% 602
2026
Q1 		$1.52M Sell
9,950
-619
-6% -$111K 0.03% 455
2025
Q4 		$2.2M Buy
10,569
+470
+5% +$85.1K 0.05% 342
2025
Q3 		$1.81M Sell
10,099
-7
-0.1% -$1.4K 0.04% 385
2025
Q2 		$2.22M Sell
10,106
-76
-0.7% -$20.9K 0.06% 292
2025
Q1 		$2.73M Sell
10,182
-264
-3% -$96.8K 0.08% 233
2024
Q4 		$3.88M Sell
10,446
-857
-8% -$280K 0.11% 175
2024
Q3 		$3.38M Buy
11,303
+681
+6% +$181K 0.1% 186
2024
Q2 		$2.75M Buy
10,622
+172
+2% +$57.5K 0.08% 213
2024
Q1 		$4.08M Buy
10,450
+919
+10% +$425K 0.13% 151
2023
Q4 		$4.87M Buy
9,531
+19
+0.2% +$8.21K 0.17% 129
2023
Q3 		$3.67M Sell
9,512
-101
-1% -$38.6K 0.14% 152
2023
Q2 		$3.64M Buy
9,613
+17
+0.2% +$6.27K 0.14% 152
2023
Q1 		$3.49M Buy
9,596
+82
+0.9% +$25.7K 0.14% 149
2022
Q4 		$3.05M Buy
9,514
+79
+0.8% +$26K 0.14% 159
2022
Q3 		$2.64M Buy
9,435
+38
+0.4% +$11.8K 0.14% 154
2022
Q2 		$2.56M Sell
9,397
-19
-0.2% -$6.09K 0.17% 148
2022
Q1 		$3.44M Buy
9,416
+43
+0.5% +$14K 0.19% 112
2021
Q4 		$3.67M Sell
9,373
-22
-0.2% -$9.4K 0.19% 119
2021
Q3 		$3.8M Sell
9,395
-93
-1% -$37.2K 0.23% 107
2021
Q2 		$3.46M Buy
9,488
+126
+1% +$41.5K 0.21% 118
2021
Q1 		$2.87M Buy
9,362
+8,353
+828% +$2.74M 0.2% 127
2020
Q4 		$351K Sell
1,009
-296
-23% -$103K 0.03% 563
2020
Q3 		$430K Buy
1,305
+119
+10% +$39.7K 0.04% 453
2020
Q2 		$370K Sell
1,186
-126
-10% -$32.2K 0.04% 457
2020
Q1 		$249K Buy
1,312
+32
+3% +$7.16K 0.03% 446
2019
Q4 		$297K Buy
+1,280
New +$273K 0.03% 465
2019
Q3 		– Sell
-2,151
Closed -$388K – 575
2019
Q2 		$388K Buy
+2,151
New +$374K 0.05% 382

Other funds holding LULU

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mutual Advisors's LULU Position: Q3 2026 in Review

Mutual Advisors increased its lululemon athletica (LULU) stake by 64% in Q3 2026, buying an estimated $722K and bringing the position to 16,262 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #483.

Mutual Advisors first reported a position in LULU in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.87M in Q4 2023. 566 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Mutual Advisors held 16,262 shares of lululemon athletica worth $1.56M as of Q3 2026.
  • Mutual Advisors bought 6,355 lululemon athletica shares in Q3 2026, an estimated $722K.
  • lululemon athletica made up 0.03% of Mutual Advisors's portfolio in Q3 2026, its #483 holding.
  • Mutual Advisors first reported a position in lululemon athletica in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's lululemon athletica position peaked at $4.87M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.