Perigon Wealth Management’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 | $206K | Sell |
1,348
-83
| -6% | -$14.9K | ﹤0.01% | 1209 |
|
|
2025
Q4 | $297K | Buy |
1,431
+287
| +25% | +$52K | 0.01% | 1025 |
|
|
2025
Q3 | $203K | Sell |
1,144
-293
| -20% | -$58.7K | ﹤0.01% | 1160 |
|
|
2025
Q2 | $341K | Buy |
1,437
+632
| +79% | +$174K | 0.01% | 801 |
|
|
2025
Q1 | $228K | Buy |
805
+244
| +43% | +$89.5K | 0.01% | 914 |
|
|
2024
Q4 | $208K | Sell |
561
-559
| -50% | -$183K | 0.01% | 964 |
|
|
2024
Q3 | $304K | Sell |
1,120
-306
| -21% | -$81.2K | 0.01% | 787 |
|
|
2024
Q2 | $426K | Sell |
1,426
-166
| -10% | -$55.5K | 0.01% | 582 |
|
|
2024
Q1 | $622K | Buy |
1,592
+264
| +20% | +$122K | 0.02% | 482 |
|
|
2023
Q4 | $679K | Buy |
1,328
+481
| +57% | +$208K | 0.02% | 420 |
|
|
2023
Q3 | $327K | Buy |
+847
| New | +$324K | 0.01% | 557 |
|
|
2023
Q2 | – | Sell |
-881
| Closed | -$321K | – | 799 |
|
|
2023
Q1 | $321K | Buy |
+881
| New | +$276K | 0.02% | 521 |
|
|
2022
Q2 | – | Sell |
-808
| Closed | -$295K | – | 601 |
|
|
2022
Q1 | $295K | Buy |
+808
| New | +$263K | 0.02% | 461 |
|
|
2021
Q3 | – | Sell |
-548
| Closed | -$200K | – | 548 |
|
|
2021
Q2 | $200K | Sell |
548
-1,001
| -65% | -$330K | 0.02% | 500 |
|
|
2021
Q1 | $475K | Buy |
1,549
+548
| +55% | +$180K | 0.05% | 301 |
|
|
2020
Q4 | $348K | Buy |
1,001
+93
| +10% | +$32.3K | 0.04% | 310 |
|
|
2020
Q3 | $299K | Buy |
+908
| New | +$303K | 0.04% | 297 |
|
|
2019
Q4 | – | Sell |
-2,200
| Closed | -$449K | – | 281 |
|
|
2019
Q3 | $449K | Buy |
2,200
+300
| +16% | +$56.1K | 0.11% | 133 |
|
|
2019
Q2 | $342K | Buy |
+1,900
| New | +$330K | 0.08% | 156 |
|
|
2019
Q1 | – | Sell |
-1,700
| Closed | -$258K | – | 232 |
|
|
2018
Q4 | $258K | Buy |
+1,700
| New | +$228K | 0.07% | 177 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$18K | – | 457 |
|
|
2018
Q1 | $18K | Hold |
200
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 440 |
|
|
2017
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2016
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2016
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2016
Q1 | $14K | Buy |
+200
| New | +$12K | ﹤0.01% | 234 |
|
Other funds holding LULU
VCM
VPM
Perigon Wealth Management's LULU Position: Q1 2026 in Review
Perigon Wealth Management reduced its lululemon athletica (LULU) stake by 5.8% in Q1 2026, selling an estimated $14.9K and leaving 1,348 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.
Perigon Wealth Management first reported a position in LULU in Q1 2016 and has held it in 29 quarters since. The position peaked at $679K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Perigon Wealth Management held 1,348 shares of lululemon athletica worth $206K as of Q1 2026.
- Perigon Wealth Management sold 83 lululemon athletica shares in Q1 2026, an estimated $14.9K.
- lululemon athletica made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1209 holding.
- Perigon Wealth Management first reported a position in lululemon athletica in Q1 2016 and has held it in 29 quarters since.
- Perigon Wealth Management's lululemon athletica position peaked at $679K in Q4 2023.
- 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.