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Waverly Advisors’s lululemon athletica LULU Stock Holding History

Waverly Advisors’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 		$450K Buy
+2,942
New +$527K ﹤0.01% 1131

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

Waverly Advisors's LULU Position: Q1 2026 in Review

Waverly Advisors opened a new position in lululemon athletica (LULU) in Q1 2026: 2,942 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Waverly Advisors held 2,942 shares of lululemon athletica worth $450K as of Q1 2026.
  • lululemon athletica was a new Waverly Advisors position in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1131 holding.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.