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SkyOak Wealth’s lululemon athletica LULU Stock Holding History

SkyOak Wealth’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 		– Sell
-1,325
Closed -$275K – 266
2025
Q4 		$275K Sell
1,325
-140
-10% -$25.4K 0.05% 199
2025
Q3 		$261K Buy
1,465
+347
+31% +$69.5K 0.05% 209
2025
Q2 		$266K Buy
1,118
+194
+21% +$53.4K 0.05% 192
2025
Q1 		$262K Sell
924
-601
-39% -$220K 0.06% 187
2024
Q4 		$583K Buy
1,525
+751
+97% +$245K 0.12% 107
2024
Q3 		$210K Sell
774
-2,020
-72% -$536K 0.05% 219
2024
Q2 		$835K Sell
2,794
-307
-10% -$103K 0.19% 82
2024
Q1 		$1.21M Buy
3,101
+2,000
+182% +$925K 0.29% 69
2023
Q4 		$563K Hold
1,101
– – 0.15% 110
2023
Q3 		$425K Hold
1,101
– – 0.12% 122
2023
Q2 		$417K Hold
1,101
– – 0.12% 134
2023
Q1 		$401K Buy
1,101
+1
+0.1% +$314 0.12% 135
2022
Q4 		$352K Hold
1,100
– – 0.12% 145
2022
Q3 		$308K Sell
1,100
-456
-29% -$141K 0.11% 147
2022
Q2 		$424K Sell
1,556
-1,261
-45% -$404K 0.14% 124
2022
Q1 		$1.03M Buy
2,817
+833
+42% +$271K 0.29% 84
2021
Q4 		$777K Buy
1,984
+484
+32% +$207K 0.2% 106
2021
Q3 		$607K Hold
1,500
– – 0.16% 115
2021
Q2 		$547K Hold
1,500
– – 0.15% 126
2021
Q1 		$507K Buy
+1,500
New +$492K 0.14% 128
2020
Q3 		– Sell
-900
Closed -$281K – 222
2020
Q2 		$281K Buy
+900
New +$230K 0.1% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SkyOak Wealth's LULU Position: Q1 2026 in Review

SkyOak Wealth sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,325 shares — an estimated $275K sold.

SkyOak Wealth first reported a position in LULU in Q2 2020 and held it in 21 quarters. The position peaked at $1.21M in Q1 2024. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • SkyOak Wealth reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 1,325 lululemon athletica shares in Q1 2026, an estimated $275K.
  • SkyOak Wealth first reported a position in lululemon athletica in Q2 2020 and held it in 21 quarters.
  • SkyOak Wealth's lululemon athletica position peaked at $1.21M in Q1 2024.
  • 956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.