Whelan Financial
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Whelan Financial’s lululemon athletica LULU Stock Holding History

Whelan Financial’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 		$718K Buy
7,461
+1,361
+22% +$155K 0.19% 47
2026
Q2 		$696K Buy
6,100
+881
+17% +$118K 0.19% 47
2026
Q1 		$799K Buy
5,219
+459
+10% +$82.3K 0.25% 37
2025
Q4 		$989K Buy
4,760
+909
+24% +$165K 0.31% 37
2025
Q3 		$685K Buy
+3,851
New +$772K 0.22% 40

Other funds holding LULU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Whelan Financial's LULU Position: Q3 2026 in Review

Whelan Financial increased its lululemon athletica (LULU) stake by 22% in Q3 2026, buying an estimated $155K and bringing the position to 7,461 shares worth $718K. The position accounts for 0.19% of the portfolio, ranked #47.

Whelan Financial first reported a position in LULU in Q3 2025 and has held it in 5 quarters since. The position peaked at $989K in Q4 2025. 640 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Whelan Financial held 7,461 shares of lululemon athletica worth $718K as of Q3 2026.
  • Whelan Financial bought 1,361 lululemon athletica shares in Q3 2026, an estimated $155K.
  • lululemon athletica made up 0.19% of Whelan Financial's portfolio in Q3 2026, its #47 holding.
  • Whelan Financial first reported a position in lululemon athletica in Q3 2025 and has held it in 5 quarters since.
  • Whelan Financial's lululemon athletica position peaked at $989K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.