Wedmont Private Capital’s lululemon athletica LULU Stock Holding History

Wedmont Private Capital’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	–	Sell	-2,299	Closed	-$274K	–	1056
2026 Q2	$274K	Buy	+2,299	New	+$307K	0.01%	774
2024 Q1	–	Sell	-619	Closed	-$304K	–	620
2023 Q4	$304K	Buy	+619	New	+$267K	0.02%	427

Other funds holding LULU

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

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

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

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

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

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

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

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

Wedmont Private Capital's LULU Position: Q3 2026 in Review

Wedmont Private Capital sold out of lululemon athletica (LULU) in Q3 2026, closing a stake of 2,299 shares — an estimated $274K sold.

Wedmont Private Capital first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $304K in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Wedmont Private Capital reported no remaining lululemon athletica position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 2,299 lululemon athletica shares in Q3 2026, an estimated $274K.
Wedmont Private Capital first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
Wedmont Private Capital's lululemon athletica position peaked at $304K in Q4 2023.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.