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WealthPlan Investment Management’s lululemon athletica LULU Stock Holding History

WealthPlan Investment 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 		$349K Sell
2,277
-1,764
-44% -$316K 0.02% 362
2025
Q4 		$840K Sell
4,041
-5,664
-58% -$1.03M 0.05% 209
2025
Q3 		$1.73M Sell
9,705
-232
-2% -$46.5K 0.11% 137
2025
Q2 		$2.36M Buy
9,937
+2,290
+30% +$631K 0.17% 115
2025
Q1 		$2.16M Buy
7,647
+1,622
+27% +$595K 0.21% 95
2024
Q4 		$2.3M Buy
6,025
+936
+18% +$306K 0.23% 94
2024
Q3 		$1.38M Buy
5,089
+1,818
+56% +$482K 0.14% 114
2024
Q2 		$977K Buy
3,271
+740
+29% +$247K 0.15% 101
2024
Q1 		$989K Buy
2,531
+242
+11% +$112K 0.15% 98
2023
Q4 		$1.17M Buy
2,289
+206
+10% +$89K 0.19% 93
2023
Q3 		$803K Buy
+2,083
New +$796K 0.14% 99

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

WealthPlan Investment Management's LULU Position: Q1 2026 in Review

WealthPlan Investment Management reduced its lululemon athletica (LULU) stake by 44% in Q1 2026, selling an estimated $316K and leaving 2,277 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #362.

WealthPlan Investment Management first reported a position in LULU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q2 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • WealthPlan Investment Management held 2,277 shares of lululemon athletica worth $349K as of Q1 2026.
  • WealthPlan Investment Management sold 1,764 lululemon athletica shares in Q1 2026, an estimated $316K.
  • lululemon athletica made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #362 holding.
  • WealthPlan Investment Management first reported a position in lululemon athletica in Q3 2023 and has held it in 11 quarters since.
  • WealthPlan Investment Management's lululemon athletica position peaked at $2.36M in Q2 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.