Albion Financial Group’s lululemon athletica LULU Stock Holding History

Albion 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
2025 Q3	–	Sell	-2	Closed	-$476	–	657
2025 Q2	$476	Hold	2	–	–	﹤0.01%	544
2025 Q1	$567	Hold	2	–	–	﹤0.01%	558
2024 Q4	$765	Hold	2	–	–	﹤0.01%	626
2024 Q3	$543	Hold	2	–	–	﹤0.01%	471
2024 Q2	$598	Hold	2	–	–	﹤0.01%	471
2024 Q1	$782	Hold	2	–	–	﹤0.01%	455
2023 Q4	$1.02K	Hold	2	–	–	﹤0.01%	427
2023 Q3	$772	Hold	2	–	–	﹤0.01%	432
2023 Q2	$757	Hold	2	–	–	﹤0.01%	431
2023 Q1	$729	Hold	2	–	–	﹤0.01%	416
2022 Q4	$641	Sell	2 -25	-93%	-$8.22K	﹤0.01%	448
2022 Q3	$8K	Buy	27 +17	+170%	+$5.27K	﹤0.01%	323
2022 Q2	$3K	Buy	+10	New	+$3.21K	﹤0.01%	390
2021 Q3	–	Sell	-170	Closed	-$62K	–	537
2021 Q2	$62K	Buy	+170	New	+$56K	0.01%	237

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Albion Financial Group's LULU Position: Q3 2025 in Review

Albion Financial Group sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2 shares — an estimated $476 sold.

Albion Financial Group first reported a position in LULU in Q2 2021 and held it in 14 quarters. The position peaked at $62K in Q2 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Albion Financial Group reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Albion Financial Group sold 2 lululemon athletica shares in Q3 2025, an estimated $476.
Albion Financial Group first reported a position in lululemon athletica in Q2 2021 and held it in 14 quarters.
Albion Financial Group's lululemon athletica position peaked at $62K in Q2 2021.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.