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Alpha Cubed Investments’s lululemon athletica LULU Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-1,179
Closed -$210K – 304
2025
Q3 		$210K Sell
1,179
-29,542
-96% -$5.92M 0.01% 280
2025
Q2 		$7.3M Sell
30,721
-919
-3% -$253K 0.28% 58
2025
Q1 		$8.96M Sell
31,640
-4,661
-13% -$1.71M 0.4% 52
2024
Q4 		$13.9M Buy
36,301
+1,197
+3% +$391K 0.63% 42
2024
Q3 		$9.53M Sell
35,104
-23,864
-40% -$6.33M 0.42% 50
2024
Q2 		$17.6M Buy
58,968
+39,644
+205% +$13.3M 0.84% 41
2024
Q1 		$7.55M Buy
19,324
+1,855
+11% +$857K 0.39% 58
2023
Q4 		$8.93M Buy
17,469
+601
+4% +$260K 0.5% 56
2023
Q3 		$6.5M Sell
16,868
-945
-5% -$361K 0.44% 57
2023
Q2 		$6.74M Buy
17,813
+1,006
+6% +$371K 0.45% 55
2023
Q1 		$6.12M Sell
16,807
-2,610
-13% -$818K 0.44% 58
2022
Q4 		$6.22M Buy
19,417
+1,246
+7% +$410K 0.47% 59
2022
Q3 		$5.08M Buy
18,171
+383
+2% +$119K 0.4% 61
2022
Q2 		$4.85M Sell
17,788
-1,553
-8% -$498K 0.35% 60
2022
Q1 		$7.06M Sell
19,341
-2,267
-10% -$738K 0.45% 51
2021
Q4 		$8.46M Sell
21,608
-1,350
-6% -$577K 0.55% 54
2021
Q3 		$9.29M Buy
22,958
+6,386
+39% +$2.56M 0.7% 48
2021
Q2 		$6.05M Sell
16,572
-7
-0% -$2.31K 0.44% 62
2021
Q1 		$5.08M Buy
16,579
+4,232
+34% +$1.39M 0.4% 65
2020
Q4 		$4.3M Buy
12,347
+2,590
+27% +$899K 0.37% 65
2020
Q3 		$3.21M Buy
9,757
+8,508
+681% +$2.84M 0.31% 62
2020
Q2 		$390K Buy
1,249
+53
+4% +$13.6K 0.04% 145
2020
Q1 		$227K Buy
+1,196
New +$268K 0.03% 186

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Cubed Investments's LULU Position: Q4 2025 in Review

Alpha Cubed Investments sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,179 shares — an estimated $210K sold.

Alpha Cubed Investments first reported a position in LULU in Q1 2020 and held it in 23 quarters. The position peaked at $17.6M in Q2 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Alpha Cubed Investments reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 1,179 lululemon athletica shares in Q4 2025, an estimated $210K.
  • Alpha Cubed Investments first reported a position in lululemon athletica in Q1 2020 and held it in 23 quarters.
  • Alpha Cubed Investments's lululemon athletica position peaked at $17.6M in Q2 2024.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.