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AFT Forsyth & Company’s lululemon athletica LULU Stock Holding History

AFT Forsyth & Company’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
2025
Q2 		– Sell
-965
Closed -$273K – 123
2025
Q1 		$273K Hold
965
– – 0.15% 108
2024
Q4 		$369K Sell
965
-280
-22% -$91.4K 0.18% 95
2024
Q3 		$338K Sell
1,245
-1,460
-54% -$387K 0.17% 101
2024
Q2 		$808K Hold
2,705
– – 0.4% 55
2024
Q1 		$1.06M Sell
2,705
-15
-0.6% -$6.93K 0.6% 41
2023
Q4 		$1.39M Sell
2,720
-175
-6% -$75.6K 0.88% 34
2023
Q3 		$1.12M Buy
2,895
+185
+7% +$70.7K 0.82% 35
2023
Q2 		$1.03M Sell
2,710
-110
-4% -$40.6K 0.73% 37
2023
Q1 		$1.03M Sell
2,820
-65
-2% -$20.4K 0.79% 38
2022
Q4 		$924K Sell
2,885
-40
-1% -$13.2K 0.79% 39
2022
Q3 		$818K Hold
2,925
– – 0.73% 42
2022
Q2 		$797K Sell
2,925
-40
-1% -$12.8K 0.64% 44
2022
Q1 		$1.08M Sell
2,965
-1,570
-35% -$511K 0.69% 40
2021
Q4 		$1.77M Sell
4,535
-250
-5% -$107K 0.91% 26
2021
Q3 		$1.94M Buy
4,785
+1,550
+48% +$621K 1.04% 23
2021
Q2 		$1.18M Sell
3,235
-40
-1% -$13.2K 0.63% 47
2021
Q1 		$1M Buy
3,275
+185
+6% +$60.7K 0.6% 53
2020
Q4 		$1.07M Hold
3,090
– – 0.67% 44
2020
Q3 		$1.02M Buy
3,090
+125
+4% +$41.7K 0.76% 42
2020
Q2 		$925K Sell
2,965
-215
-7% -$55K 0.78% 40
2020
Q1 		$603K Buy
3,180
+2,110
+197% +$472K 0.61% 53
2019
Q4 		$248K Buy
+1,070
New +$228K 0.19% 125
2013
Q3 		$49K Hold
675
– – 0.06% 175
2013
Q2 		$44K Buy
+675
New +$48.9K 0.06% 173

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

AFT Forsyth & Company's LULU Position: Q2 2025 in Review

AFT Forsyth & Company sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 965 shares — an estimated $273K sold.

AFT Forsyth & Company first reported a position in LULU in Q2 2013 and held it in 24 quarters. The position peaked at $1.94M in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • AFT Forsyth & Company reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • AFT Forsyth & Company sold 965 lululemon athletica shares in Q2 2025, an estimated $273K.
  • AFT Forsyth & Company first reported a position in lululemon athletica in Q2 2013 and held it in 24 quarters.
  • AFT Forsyth & Company's lululemon athletica position peaked at $1.94M in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on AFT Forsyth & Company's 13F filing for Q2 2025, filed 14 Aug 2025.