Peterson Wealth Services
LULU icon

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
Q3 		$16.2K Sell
168
-1,729
-91% -$196K ﹤0.01% 175
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Peterson Wealth Services's LULU Position: Q3 2026 in Review

Peterson Wealth Services reduced its lululemon athletica (LULU) stake by 91% in Q3 2026, selling an estimated $196K and leaving 168 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Peterson Wealth Services first reported a position in LULU in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.24M in Q4 2023. 640 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Peterson Wealth Services held 168 shares of lululemon athletica worth $16.2K as of Q3 2026.
  • Peterson Wealth Services sold 1,729 lululemon athletica shares in Q3 2026, an estimated $196K.
  • lululemon athletica made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #175 holding.
  • Peterson Wealth Services first reported a position in lululemon athletica in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's lululemon athletica position peaked at $3.24M in Q4 2023.
  • 640 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.