WWM
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Western Wealth Management’s lululemon athletica LULU Stock Holding History

Western 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 		$215K Buy
1,407
+17
+1% +$3.05K 0.01% 897
2025
Q4 		$289K Buy
1,390
+22
+2% +$3.98K 0.01% 673
2025
Q3 		$243K Buy
+1,368
New +$274K 0.01% 673
2025
Q1 		– Sell
-570
Closed -$218K – 693
2024
Q4 		$218K Buy
+570
New +$186K 0.01% 619
2024
Q3 		– Sell
-761
Closed -$227K – 756
2024
Q2 		$227K Sell
761
-450
-37% -$150K 0.02% 593
2024
Q1 		$473K Buy
1,211
+225
+23% +$104K 0.04% 382
2023
Q4 		$504K Buy
986
+59
+6% +$25.5K 0.04% 411
2023
Q3 		$357K Buy
927
+45
+5% +$17.2K 0.03% 462
2023
Q2 		$334K Hold
882
– – 0.03% 481
2023
Q1 		$321K Sell
882
-11
-1% -$3.45K 0.03% 479
2022
Q4 		$286K Sell
893
-654
-42% -$215K 0.03% 477
2022
Q3 		$432K Buy
1,547
+93
+6% +$28.8K 0.02% 537
2022
Q2 		$397K Sell
1,454
-213
-13% -$68.3K 0.02% 534
2022
Q1 		$609K Buy
1,667
+733
+78% +$239K 0.03% 471
2021
Q4 		$367K Buy
+934
New +$399K 0.04% 404
2021
Q2 		$634K Buy
1,728
+5
+0.3% +$1.65K 0.07% 310
2021
Q1 		$528K Buy
1,723
+810
+89% +$266K 0.07% 267
2020
Q4 		$318K Buy
913
+3
+0.3% +$1.04K 0.05% 337
2020
Q3 		$300K Sell
910
-59
-6% -$19.7K 0.05% 335
2020
Q2 		$302K Buy
+969
New +$248K 0.05% 310

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

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

Western Wealth Management increased its lululemon athletica (LULU) stake by 1.2% in Q1 2026, buying an estimated $3.05K and bringing the position to 1,407 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #897.

Western Wealth Management first reported a position in LULU in Q2 2020 and has held it in 20 quarters since. The position peaked at $634K in Q2 2021. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Western Wealth Management held 1,407 shares of lululemon athletica worth $215K as of Q1 2026.
  • Western Wealth Management bought 17 lululemon athletica shares in Q1 2026, an estimated $3.05K.
  • lululemon athletica made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #897 holding.
  • Western Wealth Management first reported a position in lululemon athletica in Q2 2020 and has held it in 20 quarters since.
  • Western Wealth Management's lululemon athletica position peaked at $634K in Q2 2021.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.