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Spire Wealth Management’s lululemon athletica LULU Stock Holding History

Spire 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
Q2 		$73.5K Sell
644
-210
-25% -$28.1K ﹤0.01% 1066
2026
Q1 		$131K Sell
854
-197
-19% -$35.3K ﹤0.01% 905
2025
Q4 		$218K Buy
1,051
+304
+41% +$55.1K 0.01% 771
2025
Q3 		$133K Sell
747
-4,203
-85% -$842K ﹤0.01% 905
2025
Q2 		$1.18M Sell
4,950
-7,486
-60% -$2.06M 0.04% 335
2025
Q1 		$3.52M Buy
12,436
+7,116
+134% +$2.61M 0.11% 161
2024
Q4 		$2.03M Buy
5,320
+100
+2% +$32.6K 0.06% 242
2024
Q3 		$1.42M Sell
5,220
-230
-4% -$61K 0.05% 297
2024
Q2 		$1.63M Sell
5,450
-104
-2% -$34.8K 0.06% 258
2024
Q1 		$2.17M Buy
5,554
+606
+12% +$280K 0.04% 236
2023
Q4 		$2.39M Buy
4,948
+496
+11% +$214K 0.08% 208
2023
Q3 		$1.72M Buy
4,452
+527
+13% +$201K 0.07% 243
2023
Q2 		$1.49M Sell
3,925
-246
-6% -$90.8K 0.05% 270
2023
Q1 		$1.52M Buy
4,171
+1,311
+46% +$411K 0.06% 270
2022
Q4 		$916K Buy
2,860
+36
+1% +$11.8K 0.05% 246
2022
Q3 		$789K Sell
2,824
-2,148
-43% -$666K 0.05% 254
2022
Q2 		$1.35M Sell
4,972
-6,245
-56% -$2M 0.06% 272
2022
Q1 		$4.1M Sell
11,217
-24,266
-68% -$7.9M 0.11% 177
2021
Q4 		$13.9M Buy
35,483
+1,191
+3% +$509K 0.31% 89
2021
Q3 		$13.9M Buy
34,292
+21,605
+170% +$8.65M 0.37% 72
2021
Q2 		$4.65M Sell
12,687
-450
-3% -$148K 0.13% 171
2021
Q1 		$3.92M Buy
+13,137
New +$4.31M 0.1% 184

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Spire Wealth Management's LULU Position: Q2 2026 in Review

Spire Wealth Management reduced its lululemon athletica (LULU) stake by 25% in Q2 2026, selling an estimated $28.1K and leaving 644 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Spire Wealth Management first reported a position in LULU in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2021. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Spire Wealth Management held 644 shares of lululemon athletica worth $73.5K as of Q2 2026.
  • Spire Wealth Management sold 210 lululemon athletica shares in Q2 2026, an estimated $28.1K.
  • lululemon athletica made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1066 holding.
  • Spire Wealth Management first reported a position in lululemon athletica in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's lululemon athletica position peaked at $13.9M in Q4 2021.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.