SAI
LULU icon

Savvy Advisors Inc’s lululemon athletica LULU Stock Holding History

Savvy Advisors Inc’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
Q1 		$536K Buy
3,501
+271
+8% +$48.6K 0.01% 636
2025
Q4 		$671K Sell
3,230
-577
-15% -$105K 0.02% 468
2025
Q3 		$677K Buy
3,807
+1,406
+59% +$282K 0.03% 353
2025
Q2 		$570K Sell
2,401
-131
-5% -$36.1K 0.04% 328
2025
Q1 		$717K Buy
2,532
+239
+10% +$87.7K 0.07% 221
2024
Q4 		$877K Buy
+2,293
New +$749K 0.11% 162

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Savvy Advisors Inc's LULU Position: Q1 2026 in Review

Savvy Advisors Inc increased its lululemon athletica (LULU) stake by 8.4% in Q1 2026, buying an estimated $48.6K and bringing the position to 3,501 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #636.

Savvy Advisors Inc first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $877K in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Savvy Advisors Inc held 3,501 shares of lululemon athletica worth $536K as of Q1 2026.
  • Savvy Advisors Inc bought 271 lululemon athletica shares in Q1 2026, an estimated $48.6K.
  • lululemon athletica made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #636 holding.
  • Savvy Advisors Inc first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's lululemon athletica position peaked at $877K in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.