Toth Financial Advisory’s lululemon athletica LULU Stock Holding History

Toth Financial Advisory’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	–	Sell	-1	Closed	-$208	–	990
2025 Q4	$208	Buy	+1	New	+$181	﹤0.01%	849
2025 Q3	–	Sell	-68	Closed	-$16.2K	–	802
2025 Q2	$16.2K	Buy	68 +13	+24%	+$3.58K	﹤0.01%	442
2025 Q1	$15.6K	Hold	55	–	–	﹤0.01%	421
2024 Q4	$21K	Hold	55	–	–	﹤0.01%	389
2024 Q3	$14.9K	Sell	55 -8	-13%	-$2.12K	﹤0.01%	416
2024 Q2	$18.8K	Sell	63 -44	-41%	-$14.7K	﹤0.01%	401
2024 Q1	$41.8K	Sell	107 -1,021	-91%	-$472K	0.01%	310
2023 Q4	$577K	Hold	1,128	–	–	0.08%	157
2023 Q3	$435K	Buy	1,128 +1,020	+944%	+$390K	0.07%	156
2023 Q2	$40.9K	Buy	108 +3	+3%	+$1.11K	0.01%	295
2023 Q1	$38.2K	Hold	105	–	–	0.01%	306
2022 Q4	$33.6K	Hold	105	–	–	0.01%	325
2022 Q3	$29K	Hold	105	–	–	0.01%	336
2022 Q2	$29K	Hold	105	–	–	0.01%	331
2022 Q1	$38K	Hold	105	–	–	0.01%	314
2021 Q4	$41K	Hold	105	–	–	0.01%	314
2021 Q3	$42K	Hold	105	–	–	0.01%	324
2021 Q2	$38K	Hold	105	–	–	0.01%	306
2021 Q1	$32K	Hold	105	–	–	0.01%	325
2020 Q4	$37K	Hold	105	–	–	0.01%	276
2020 Q3	$35K	Sell	105 -750	-88%	-$250K	0.01%	257
2020 Q2	$267K	Buy	855 +800	+1,455%	+$205K	0.06%	156
2020 Q1	$10K	Buy	+55	New	+$12.3K	﹤0.01%	279

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Toth Financial Advisory's LULU Position: Q1 2026 in Review

Toth Financial Advisory sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1 share — an estimated $208 sold.

Toth Financial Advisory first reported a position in LULU in Q1 2020 and held it in 23 quarters. The position peaked at $577K in Q4 2023. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Toth Financial Advisory reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 lululemon athletica share in Q1 2026, an estimated $208.
Toth Financial Advisory first reported a position in lululemon athletica in Q1 2020 and held it in 23 quarters.
Toth Financial Advisory's lululemon athletica position peaked at $577K in Q4 2023.
954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.