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National Wealth Management Group’s lululemon athletica LULU Stock Holding History

National Wealth Management Group’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
-1,058
Closed -$220K – 240
2025
Q4 		$220K Buy
+1,058
New +$192K 0.08% 226
2023
Q2 		– Sell
-1,113
Closed -$419K – 159
2023
Q1 		$419K Buy
+1,113
New +$349K 0.48% 66
2022
Q4 		– Sell
-1,066
Closed -$298K – 152
2022
Q3 		$298K Buy
+1,066
New +$331K 0.39% 89

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

National Wealth Management Group's LULU Position: Q1 2026 in Review

National Wealth Management Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,058 shares — an estimated $220K sold.

National Wealth Management Group first reported a position in LULU in Q3 2022 and held it in 3 quarters. The position peaked at $419K in Q1 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • National Wealth Management Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,058 lululemon athletica shares in Q1 2026, an estimated $220K.
  • National Wealth Management Group first reported a position in lululemon athletica in Q3 2022 and held it in 3 quarters.
  • National Wealth Management Group's lululemon athletica position peaked at $419K in Q1 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.