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

Private 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
Q2 		$5.48K Buy
48
+30
+167% +$4.01K ﹤0.01% 818
2026
Q1 		$2.76K Sell
18
-29
-62% -$5.2K ﹤0.01% 976
2025
Q4 		$9.77K Buy
47
+31
+194% +$5.62K ﹤0.01% 521
2025
Q3 		$2.85K Sell
16
-31
-66% -$6.21K ﹤0.01% 996
2025
Q2 		$11.2K Hold
47
– – ﹤0.01% 455
2025
Q1 		$13.3K Buy
47
+25
+114% +$9.17K ﹤0.01% 394
2024
Q4 		$8.41K Buy
22
+2
+10% +$653 ﹤0.01% 548
2024
Q3 		$5.43K Buy
20
+13
+186% +$3.45K ﹤0.01% 695
2024
Q2 		$2.09K Sell
7
-1
-13% -$334 ﹤0.01% 1030
2024
Q1 		$3.13K Sell
8
-5
-38% -$2.31K ﹤0.01% 793
2023
Q4 		$6.65K Buy
+13
New +$5.62K ﹤0.01% 527

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's LULU Position: Q2 2026 in Review

Private Wealth Management Group increased its lululemon athletica (LULU) stake by 167% in Q2 2026, buying an estimated $4.01K and bringing the position to 48 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Private Wealth Management Group first reported a position in LULU in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3K in Q1 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Private Wealth Management Group held 48 shares of lululemon athletica worth $5.48K as of Q2 2026.
  • Private Wealth Management Group bought 30 lululemon athletica shares in Q2 2026, an estimated $4.01K.
  • lululemon athletica made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #818 holding.
  • Private Wealth Management Group first reported a position in lululemon athletica in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's lululemon athletica position peaked at $13.3K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.