Tilia Fiduciary Partners’s lululemon athletica LULU Stock Holding History

Tilia Fiduciary 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	$1.71M	Buy	11,138 +166	+2%	+$29.8K	0.94%	44
2025 Q4	$2.28M	Buy	10,972 +559	+5%	+$101K	1.26%	34
2025 Q3	$1.85M	Buy	10,413 +1,120	+12%	+$224K	1.07%	41
2025 Q2	$2.21M	Buy	9,293 +148	+2%	+$40.8K	1.35%	31
2025 Q1	$2.59M	Sell	9,145 -228	-2%	-$83.6K	1.73%	15
2024 Q4	$3.58M	Buy	9,373 +317	+4%	+$103K	2.45%	7
2024 Q3	$2.46M	Buy	+9,056	New	+$2.4M	1.7%	20
2023 Q1	–	Sell	-5	Closed	-$1.6K	–	522
2022 Q4	$1.6K	Hold	5	–	–	﹤0.01%	466
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	497
2022 Q2	$1K	Buy	5 +1	+25%	+$320	﹤0.01%	511
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	518
2021 Q4	$2K	Buy	+4	New	+$1.71K	﹤0.01%	527

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

Tilia Fiduciary Partners's LULU Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its lululemon athletica (LULU) stake by 1.5% in Q1 2026, buying an estimated $29.8K and bringing the position to 11,138 shares worth $1.71M. The position accounts for 0.94% of the portfolio, ranked #44.

Tilia Fiduciary Partners first reported a position in LULU in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.58M in Q4 2024. 950 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Tilia Fiduciary Partners held 11,138 shares of lululemon athletica worth $1.71M as of Q1 2026.
Tilia Fiduciary Partners bought 166 lululemon athletica shares in Q1 2026, an estimated $29.8K.
lululemon athletica made up 0.94% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #44 holding.
Tilia Fiduciary Partners first reported a position in lululemon athletica in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's lululemon athletica position peaked at $3.58M in Q4 2024.
950 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.