Steward Partners Investment Advisory’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384K | Sell |
2,506
-981
| -28% | -$176K | ﹤0.01% | 1657 |
|
|
2025
Q4 | $725K | Sell |
3,487
-862
| -20% | -$156K | ﹤0.01% | 1230 |
|
|
2025
Q3 | $774K | Sell |
4,349
-3,906
| -47% | -$783K | ﹤0.01% | 1170 |
|
|
2025
Q2 | $1.96M | Buy |
8,255
+545
| +7% | +$150K | 0.02% | 732 |
|
|
2025
Q1 | $2.18M | Sell |
7,710
-1,197
| -13% | -$439K | 0.02% | 643 |
|
|
2024
Q4 | $3.41M | Sell |
8,907
-2,156
| -19% | -$704K | 0.03% | 477 |
|
|
2024
Q3 | $3M | Buy |
11,063
+3,186
| +40% | +$846K | 0.03% | 504 |
|
|
2024
Q2 | $2.35M | Sell |
7,877
-27,510
| -78% | -$9.2M | 0.02% | 535 |
|
|
2024
Q1 | $13.8M | Buy |
35,387
+4,354
| +14% | +$2.01M | 0.15% | 144 |
|
|
2023
Q4 | $15.9M | Buy |
31,033
+4,001
| +15% | +$1.73M | 0.21% | 97 |
|
|
2023
Q3 | $10.4M | Buy |
27,032
+4,681
| +21% | +$1.79M | 0.16% | 135 |
|
|
2023
Q2 | $8.46M | Buy |
22,351
+676
| +3% | +$249K | 0.13% | 169 |
|
|
2023
Q1 | $7.89M | Buy |
21,675
+93
| +0.4% | +$29.2K | 0.13% | 177 |
|
|
2022
Q4 | $6.91M | Buy |
21,582
+263
| +1% | +$86.5K | 0.12% | 191 |
|
|
2022
Q3 | $5.96M | Buy |
21,319
+87
| +0.4% | +$27K | 0.11% | 196 |
|
|
2022
Q2 | $5.79M | Buy |
21,232
+230
| +1% | +$73.7K | 0.11% | 207 |
|
|
2022
Q1 | $7.67M | Sell |
21,002
-9,718
| -32% | -$3.16M | 0.12% | 191 |
|
|
2021
Q4 | $12M | Buy |
30,720
+39
| +0.1% | +$16.7K | 0.18% | 127 |
|
|
2021
Q3 | $12.4M | Buy |
30,681
+227
| +0.7% | +$90.9K | 0.21% | 114 |
|
|
2021
Q2 | $11.1M | Sell |
30,454
-145
| -0.5% | -$47.8K | 0.19% | 120 |
|
|
2021
Q1 | $9.39M | Buy |
30,599
+633
| +2% | +$208K | 0.16% | 142 |
|
|
2020
Q4 | $10.4M | Buy |
29,966
+1,493
| +5% | +$518K | 0.23% | 113 |
|
|
2020
Q3 | $9.38M | Buy |
28,473
+1,281
| +5% | +$427K | 0.24% | 111 |
|
|
2020
Q2 | $8.48M | Buy |
27,192
+7,070
| +35% | +$1.81M | 0.24% | 110 |
|
|
2020
Q1 | $3.81M | Sell |
20,122
-1,258
| -6% | -$281K | 0.14% | 170 |
|
|
2019
Q4 | $4.95M | Buy |
21,380
+7,057
| +49% | +$1.5M | 0.15% | 156 |
|
|
2019
Q3 | $2.76M | Buy |
14,323
+314
| +2% | +$58.7K | 0.09% | 225 |
|
|
2019
Q2 | $2.52M | Buy |
14,009
+6,929
| +98% | +$1.2M | 0.09% | 222 |
|
|
2019
Q1 | $1.16M | Sell |
7,080
-126
| -2% | -$18.4K | 0.05% | 327 |
|
|
2018
Q4 | $876K | Buy |
7,206
+6,375
| +767% | +$855K | 0.04% | 358 |
|
|
2018
Q3 | $135K | Buy |
831
+253
| +44% | +$34.7K | 0.01% | 830 |
|
|
2018
Q2 | $72K | Buy |
578
+463
| +403% | +$49.4K | ﹤0.01% | 957 |
|
|
2018
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q2 | $6K | Sell |
115
-205
| -64% | -$10.7K | ﹤0.01% | 1176 |
|
|
2017
Q1 | $16K | Buy |
320
+115
| +56% | +$7.57K | ﹤0.01% | 818 |
|
|
2016
Q4 | $13K | Buy |
+205
| New | +$12.2K | 0.01% | 517 |
|
Other funds holding LULU
VCM
VPM
Steward Partners Investment Advisory's LULU Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its lululemon athletica (LULU) stake by 28% in Q1 2026, selling an estimated $176K and leaving 2,506 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.
Steward Partners Investment Advisory first reported a position in LULU in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.9M in Q4 2023. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Steward Partners Investment Advisory held 2,506 shares of lululemon athletica worth $384K as of Q1 2026.
- Steward Partners Investment Advisory sold 981 lululemon athletica shares in Q1 2026, an estimated $176K.
- lululemon athletica made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1657 holding.
- Steward Partners Investment Advisory first reported a position in lululemon athletica in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's lululemon athletica position peaked at $15.9M in Q4 2023.
- 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.