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Walser Wealth Management’s lululemon athletica LULU Stock Holding History

Walser Wealth Management’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
-1,288
Closed -$268K – 197
2025
Q4 		$268K Buy
+1,288
New +$233K 0.14% 112

Other funds holding LULU

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walser Wealth Management's LULU Position: Q1 2026 in Review

Walser Wealth Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,288 shares — an estimated $268K sold.

Walser Wealth Management first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Walser Wealth Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Walser Wealth Management sold 1,288 lululemon athletica shares in Q1 2026, an estimated $268K.
  • Walser Wealth Management first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
  • Walser Wealth Management's lululemon athletica position peaked at $268K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.