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Peterson Wealth Services’s lululemon athletica LULU Stock Holding History

Peterson Wealth Services’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 		$217K Sell
1,897
-11,821
-86% -$1.58M 0.05% 125
2026
Q1 		$2.1M Buy
13,718
+1,668
+14% +$299K 0.52% 46
2025
Q4 		$2.5M Buy
12,050
+11,968
+14,595% +$2.17M 0.64% 41
2025
Q3 		$2.02M Sell
82
-10,148
-99% -$2.03M 0.5% 47
2025
Q2 		$2.43M Buy
10,230
+582
+6% +$160K 0.67% 39
2025
Q1 		$2.73M Buy
9,648
+1,604
+20% +$588K 0.85% 37
2024
Q4 		$3.08M Buy
8,044
+149
+2% +$48.6K 0.92% 31
2024
Q3 		$2.14M Buy
7,895
+915
+13% +$243K 0.68% 42
2024
Q2 		$2.08M Buy
6,980
+484
+7% +$162K 0.73% 44
2024
Q1 		$2.54M Buy
6,496
+158
+2% +$73K 0.92% 39
2023
Q4 		$3.24M Buy
6,338
+164
+3% +$70.9K 1.39% 23
2023
Q3 		$2.38M Sell
6,174
-1,489
-19% -$569K 1.78% 24
2023
Q2 		$2.9M Buy
7,663
+989
+15% +$365K 1.39% 22
2023
Q1 		$2.43M Buy
6,674
+466
+8% +$146K 1.25% 26
2022
Q4 		$1.99M Buy
6,208
+21
+0.3% +$6.91K 1.14% 29
2022
Q3 		$1.73M Buy
6,187
+128
+2% +$39.7K 1.23% 32
2022
Q2 		$1.65M Buy
6,059
+194
+3% +$62.2K 1.19% 34
2022
Q1 		$2.14M Buy
5,865
+369
+7% +$120K 1.32% 31
2021
Q4 		$2.15M Buy
+5,496
New +$2.35M 1.43% 31

Other funds holding LULU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Peterson Wealth Services's LULU Position: Q2 2026 in Review

Peterson Wealth Services reduced its lululemon athletica (LULU) stake by 86% in Q2 2026, selling an estimated $1.58M and leaving 1,897 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #125.

Peterson Wealth Services first reported a position in LULU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q4 2023. 303 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Peterson Wealth Services held 1,897 shares of lululemon athletica worth $217K as of Q2 2026.
  • Peterson Wealth Services sold 11,821 lululemon athletica shares in Q2 2026, an estimated $1.58M.
  • lululemon athletica made up 0.05% of Peterson Wealth Services's portfolio in Q2 2026, its #125 holding.
  • Peterson Wealth Services first reported a position in lululemon athletica in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's lululemon athletica position peaked at $3.24M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.