Strategic Wealth Partners’s lululemon athletica LULU Stock Holding History

Strategic Wealth Partners’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	$241K	Buy	1,574 +78	+5%	+$14K	0.02%	281
2025 Q4	$311K	Sell	1,496 -3,117	-68%	-$565K	0.02%	263
2025 Q3	$821K	Sell	4,613 -7,623	-62%	-$1.53M	0.06%	173
2025 Q2	$2.91M	Buy	+12,236	New	+$3.37M	0.23%	86
2024 Q4	$4M	Buy	10,246 +5,722	+126%	+$1.87M	0.33%	84
2024 Q3	$1.23M	Buy	4,524 +2,926	+183%	+$777K	0.12%	130
2024 Q2	$477K	Buy	+1,598	New	+$534K	0.05%	199
2022 Q3	–	Sell	-1,193	Closed	-$325K	–	277
2022 Q2	$325K	Buy	+1,193	New	+$382K	0.07%	189
2019 Q4	–	Sell	-38	Closed	-$3.66K	–	345
2019 Q3	$3.66K	Hold	38	–	–	0.02%	188
2019 Q2	$6K	Buy	38 +19	+100%	+$3.3K	﹤0.01%	615
2019 Q1	$3K	Buy	19 +2	+12%	+$292	﹤0.01%	701
2018 Q4	$2K	Buy	+17	New	+$2.28K	﹤0.01%	637

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's LULU Position: Q1 2026 in Review

Strategic Wealth Partners increased its lululemon athletica (LULU) stake by 5.2% in Q1 2026, buying an estimated $14K and bringing the position to 1,574 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #281.

Strategic Wealth Partners first reported a position in LULU in Q4 2018 and has held it in 12 quarters since. The position peaked at $4M in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Strategic Wealth Partners held 1,574 shares of lululemon athletica worth $241K as of Q1 2026.
Strategic Wealth Partners bought 78 lululemon athletica shares in Q1 2026, an estimated $14K.
lululemon athletica made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #281 holding.
Strategic Wealth Partners first reported a position in lululemon athletica in Q4 2018 and has held it in 12 quarters since.
Strategic Wealth Partners's lululemon athletica position peaked at $4M in Q4 2024.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.