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WP Advisors’s lululemon athletica LULU Stock Holding History

WP 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
Q1 		$242K Hold
1,578
– – 0.06% 108
2025
Q4 		$328K Buy
1,578
+284
+22% +$51.4K 0.08% 97
2025
Q3 		$230K Buy
+1,294
New +$259K 0.06% 114
2025
Q2 		– Sell
-734
Closed -$208K – 117
2025
Q1 		$208K Sell
734
-30
-4% -$11K 0.07% 109
2024
Q4 		$292K Hold
764
– – 0.1% 85
2024
Q3 		$207K Buy
+764
New +$203K 0.08% 96

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

WP Advisors's LULU Position: Q1 2026 in Review

WP Advisors held its lululemon athletica (LULU) position steady in Q1 2026 at 1,578 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #108.

WP Advisors first reported a position in LULU in Q3 2024 and has held it in 6 quarters since. The position peaked at $328K in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • WP Advisors held 1,578 shares of lululemon athletica worth $242K as of Q1 2026.
  • WP Advisors left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 0.06% of WP Advisors's portfolio in Q1 2026, its #108 holding.
  • WP Advisors first reported a position in lululemon athletica in Q3 2024 and has held it in 6 quarters since.
  • WP Advisors's lululemon athletica position peaked at $328K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.