Perfromance Wealth Partners’s lululemon athletica LULU Stock Holding History

Perfromance Wealth Partners’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	$390K	Buy	+2,550	New	+$457K	0.01%	145
2025 Q1	–	Sell	-632	Closed	-$242K	–	184
2024 Q4	$242K	Buy	+632	New	+$206K	0.01%	156
2024 Q2	–	Sell	-1,559	Closed	-$609K	–	176
2024 Q1	$609K	Sell	1,559 -85	-5%	-$39.3K	0.03%	82
2023 Q4	$841K	Sell	1,644 -75	-4%	-$32.4K	0.04%	77
2023 Q3	$663K	Hold	1,719	–	–	0.03%	91
2023 Q2	$646K	Sell	1,719 -45	-3%	-$16.6K	0.03%	98
2023 Q1	$642K	Buy	+1,764	New	+$553K	0.03%	95

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perfromance Wealth Partners's LULU Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in lululemon athletica (LULU) in Q1 2026: 2,550 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in LULU as recently as Q4 2024.

Perfromance Wealth Partners first reported a position in LULU in Q1 2023 and has held it in 7 quarters since. The position peaked at $841K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Perfromance Wealth Partners held 2,550 shares of lululemon athletica worth $390K as of Q1 2026.
lululemon athletica was a new Perfromance Wealth Partners position in Q1 2026.
lululemon athletica made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #145 holding.
Perfromance Wealth Partners first reported a position in lululemon athletica in Q1 2023 and has held it in 7 quarters since.
Perfromance Wealth Partners's lululemon athletica position peaked at $841K in Q4 2023.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.