SFMG Wealth Advisors’s lululemon athletica LULU Stock Holding History

SFMG Wealth Advisors’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	$2.46M	Buy	16,050 +618	+4%	+$111K	0.17%	65
2025 Q4	$3.21M	Buy	15,432 +1,138	+8%	+$206K	0.22%	52
2025 Q3	$2.54M	Buy	14,294 +2,417	+20%	+$484K	0.18%	60
2025 Q2	$2.82M	Buy	11,877 +479	+4%	+$132K	0.21%	58
2025 Q1	$3.23M	Buy	11,398 +410	+4%	+$150K	0.25%	51
2024 Q4	$4.2M	Sell	10,988 -10	-0.1%	-$3.27K	0.33%	43
2024 Q3	$2.98M	Buy	+10,998	New	+$2.92M	0.24%	50
2024 Q2	–	Sell	-517	Closed	-$202K	–	280
2024 Q1	$202K	Buy	517 +1	+0.2%	+$462	0.02%	251
2023 Q4	$264K	Buy	+516	New	+$223K	0.02%	203
2023 Q2	–	Sell	-565	Closed	-$206K	–	265
2023 Q1	$206K	Buy	+565	New	+$177K	0.02%	230
2022 Q2	–	Sell	-560	Closed	-$205K	–	295
2022 Q1	$205K	Sell	560 -9	-2%	-$2.93K	0.02%	273
2021 Q4	$223K	Sell	569 -2	-0.4%	-$855	0.02%	253
2021 Q3	$231K	Buy	+571	New	+$229K	0.03%	221

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFMG Wealth Advisors's LULU Position: Q1 2026 in Review

SFMG Wealth Advisors increased its lululemon athletica (LULU) stake by 4% in Q1 2026, buying an estimated $111K and bringing the position to 16,050 shares worth $2.46M. The position accounts for 0.17% of the portfolio, ranked #65.

SFMG Wealth Advisors first reported a position in LULU in Q3 2021 and has held it in 13 quarters since. The position peaked at $4.2M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

SFMG Wealth Advisors held 16,050 shares of lululemon athletica worth $2.46M as of Q1 2026.
SFMG Wealth Advisors bought 618 lululemon athletica shares in Q1 2026, an estimated $111K.
lululemon athletica made up 0.17% of SFMG Wealth Advisors's portfolio in Q1 2026, its #65 holding.
SFMG Wealth Advisors first reported a position in lululemon athletica in Q3 2021 and has held it in 13 quarters since.
SFMG Wealth Advisors's lululemon athletica position peaked at $4.2M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.