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Stiles Financial Services’s lululemon athletica LULU Stock Holding History

Stiles Financial Services’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 		$704K Sell
4,601
-1,649
-26% -$296K 0.22% 101
2025
Q4 		$1.3M Buy
6,250
+771
+14% +$140K 0.4% 73
2025
Q3 		$975K Buy
5,479
+1,781
+48% +$357K 0.31% 86
2025
Q2 		$879K Buy
3,698
+457
+14% +$126K 0.3% 86
2025
Q1 		$917K Buy
3,241
+210
+7% +$77K 0.35% 82
2024
Q4 		$1.16M Buy
3,031
+377
+14% +$123K 0.42% 72
2024
Q3 		$720K Buy
2,654
+1,413
+114% +$375K 0.25% 90
2024
Q2 		$371K Sell
1,241
-200
-14% -$66.9K 0.14% 123
2024
Q1 		$563K Hold
1,441
– – 0.23% 100
2023
Q4 		$737K Sell
1,441
-655
-31% -$283K 0.33% 81
2023
Q3 		$808K Sell
2,096
-80
-4% -$30.6K 0.42% 71
2023
Q2 		$824K Buy
2,176
+80
+4% +$29.5K 0.41% 73
2023
Q1 		$763K Hold
2,096
– – 0.41% 74
2022
Q4 		$672K Sell
2,096
-15
-0.7% -$4.93K 0.38% 76
2022
Q3 		$590K Hold
2,111
– – 0.36% 74
2022
Q2 		$575K Buy
2,111
+141
+7% +$45.2K 0.35% 81
2022
Q1 		$720K Buy
1,970
+59
+3% +$19.2K 0.36% 77
2021
Q4 		$748K Buy
+1,911
New +$817K 0.36% 81

Other funds holding LULU

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $21.4B AUM 8.31% 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

Stiles Financial Services's LULU Position: Q1 2026 in Review

Stiles Financial Services reduced its lululemon athletica (LULU) stake by 26% in Q1 2026, selling an estimated $296K and leaving 4,601 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #101.

Stiles Financial Services first reported a position in LULU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Stiles Financial Services held 4,601 shares of lululemon athletica worth $704K as of Q1 2026.
  • Stiles Financial Services sold 1,649 lululemon athletica shares in Q1 2026, an estimated $296K.
  • lululemon athletica made up 0.22% of Stiles Financial Services's portfolio in Q1 2026, its #101 holding.
  • Stiles Financial Services first reported a position in lululemon athletica in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's lululemon athletica position peaked at $1.3M in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.