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Wills Financial Group’s lululemon athletica LULU Stock Holding History

Wills Financial Group’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 		– Sell
-1,676
Closed -$348K – 78
2025
Q4 		$348K Buy
+1,676
New +$304K 0.13% 62
2022
Q2 		– Sell
-672
Closed -$245K – 65
2022
Q1 		$245K Buy
672
+50
+8% +$16.3K 0.1% 63
2021
Q4 		$243K Hold
622
– – 0.1% 62
2021
Q3 		$251K Buy
622
+4
+0.6% +$1.6K 0.11% 61
2021
Q2 		$225K Buy
+618
New +$204K 0.1% 66

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wills Financial Group's LULU Position: Q1 2026 in Review

Wills Financial Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,676 shares — an estimated $348K sold.

Wills Financial Group first reported a position in LULU in Q2 2021 and held it in 5 quarters. The position peaked at $348K in Q4 2025. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Wills Financial Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Wills Financial Group sold 1,676 lululemon athletica shares in Q1 2026, an estimated $348K.
  • Wills Financial Group first reported a position in lululemon athletica in Q2 2021 and held it in 5 quarters.
  • Wills Financial Group's lululemon athletica position peaked at $348K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.