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Whipplewood Advisors’s lululemon athletica LULU Stock Holding History

Whipplewood 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
Q2 		$228 Hold
2
– – ﹤0.01% 629
2026
Q1 		$306 Hold
2
– – ﹤0.01% 1014
2025
Q4 		$416 Buy
+2
New +$362 ﹤0.01% 470
2025
Q3 		– Sell
-25
Closed -$5.94K – 805
2025
Q2 		$5.94K Sell
25
-14,657
-100% -$4.04M ﹤0.01% 662
2025
Q1 		$9.34K Buy
14,682
+14,649
+44,391% +$5.37M 0.01% 574
2024
Q4 		$12.6K Buy
+33
New +$10.8K 0.01% 524

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's LULU Position: Q2 2026 in Review

Whipplewood Advisors held its lululemon athletica (LULU) position steady in Q2 2026 at 2 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Whipplewood Advisors first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.6K in Q4 2024. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Whipplewood Advisors held 2 shares of lululemon athletica worth $228 as of Q2 2026.
  • Whipplewood Advisors left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #629 holding.
  • Whipplewood Advisors first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's lululemon athletica position peaked at $12.6K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.