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SHP Wealth Management’s lululemon athletica LULU Stock Holding History

SHP Wealth Management’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 		$3.37K Sell
22
-9
-29% -$1.61K ﹤0.01% 1157
2025
Q4 		$6.44K Buy
+31
New +$5.62K ﹤0.01% 931

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $22.1B AUM 6.81% 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

SHP Wealth Management's LULU Position: Q1 2026 in Review

SHP Wealth Management reduced its lululemon athletica (LULU) stake by 29% in Q1 2026, selling an estimated $1.61K and leaving 22 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

SHP Wealth Management first reported a position in LULU in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.44K in Q4 2025. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • SHP Wealth Management held 22 shares of lululemon athletica worth $3.37K as of Q1 2026.
  • SHP Wealth Management sold 9 lululemon athletica shares in Q1 2026, an estimated $1.61K.
  • lululemon athletica made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1157 holding.
  • SHP Wealth Management first reported a position in lululemon athletica in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's lululemon athletica position peaked at $6.44K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.