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 Q3	$289	Buy	+3	New	+$341	﹤0.01%	1010
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

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Toth Financial Advisory's LULU Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in lululemon athletica (LULU) in Q3 2026: 3 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in LULU as recently as Q4 2025.

Toth Financial Advisory first reported a position in LULU in Q1 2020 and has held it in 24 quarters since. The position peaked at $577K in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Toth Financial Advisory held 3 shares of lululemon athletica worth $289 as of Q3 2026.
lululemon athletica was a new Toth Financial Advisory position in Q3 2026.
lululemon athletica made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1010 holding.
Toth Financial Advisory first reported a position in lululemon athletica in Q1 2020 and has held it in 24 quarters since.
Toth Financial Advisory's lululemon athletica position peaked at $577K in Q4 2023.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.