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Sunbelt Securities’s lululemon athletica LULU Stock Holding History

Sunbelt Securities’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 		$5.05K Sell
33
-8
-20% -$1.43K ﹤0.01% 1681
2025
Q4 		$8.52K Hold
41
– – ﹤0.01% 1483
2025
Q3 		$7.29K Sell
41
-441
-91% -$88.4K ﹤0.01% 1527
2025
Q2 		$184K Buy
482
+50
+12% +$13.8K 0.02% 605
2025
Q1 		$122K Sell
432
-50
-10% -$18.3K 0.01% 690
2024
Q4 		$185K Sell
482
-468
-49% -$153K 0.02% 604
2024
Q3 		$258K Buy
950
+42
+5% +$11.1K 0.03% 524
2024
Q2 		$271K Buy
908
+75
+9% +$25.1K 0.03% 478
2024
Q1 		$325K Sell
833
-66
-7% -$30.5K 0.04% 414
2023
Q4 		$460K Buy
899
+35
+4% +$15.1K 0.06% 327
2023
Q3 		$333K Buy
864
+105
+14% +$40.1K 0.05% 376
2023
Q2 		$287K Buy
759
+22
+3% +$8.12K 0.04% 396
2023
Q1 		$264K Buy
737
+10
+1% +$3.13K 0.04% 382
2022
Q4 		$233K Hold
727
– – 0.05% 396
2022
Q3 		$203K Buy
+727
New +$225K 0.04% 405
2021
Q2 		– Sell
-840
Closed -$258K – 456
2021
Q1 		$258K Buy
+840
New +$276K 0.05% 361
2020
Q1 		– Sell
-950
Closed -$220K – 530
2019
Q4 		$220K Buy
+950
New +$202K 0.02% 519

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

Sunbelt Securities's LULU Position: Q1 2026 in Review

Sunbelt Securities reduced its lululemon athletica (LULU) stake by 20% in Q1 2026, selling an estimated $1.43K and leaving 33 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Sunbelt Securities first reported a position in LULU in Q4 2019 and has held it in 17 quarters since. The position peaked at $460K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Sunbelt Securities held 33 shares of lululemon athletica worth $5.05K as of Q1 2026.
  • Sunbelt Securities sold 8 lululemon athletica shares in Q1 2026, an estimated $1.43K.
  • lululemon athletica made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1681 holding.
  • Sunbelt Securities first reported a position in lululemon athletica in Q4 2019 and has held it in 17 quarters since.
  • Sunbelt Securities's lululemon athletica position peaked at $460K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.