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Retirement Wealth Solutions’s lululemon athletica LULU Stock Holding History

Retirement Wealth Solutions’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 		$385 Buy
+4
New +$454 ﹤0.01% 849
2025
Q4 		– Sell
-2
Closed -$356 – 812
2025
Q3 		$356 Buy
+2
New +$401 ﹤0.01% 727

Other funds holding LULU

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Retirement Wealth Solutions's LULU Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in lululemon athletica (LULU) in Q3 2026: 4 shares worth $385. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in LULU as recently as Q3 2025.

Retirement Wealth Solutions first reported a position in LULU in Q3 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Retirement Wealth Solutions held 4 shares of lululemon athletica worth $385 as of Q3 2026.
  • lululemon athletica was a new Retirement Wealth Solutions position in Q3 2026.
  • lululemon athletica made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #849 holding.
  • Retirement Wealth Solutions first reported a position in lululemon athletica in Q3 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.