AIS
LULU icon

AM Investment Strategies’s lululemon athletica LULU Stock Holding History

AM Investment Strategies’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
-2,242
Closed -$532K – 114
2025
Q2 		$532K Hold
2,242
– – 0.13% 72
2025
Q1 		$635K Sell
2,242
-2
-0.1% -$734 0.15% 62
2024
Q4 		$858K Hold
2,244
– – 0.21% 56
2024
Q3 		$609K Hold
2,244
– – 0.15% 61
2024
Q2 		$670K Buy
2,244
+2
+0.1% +$669 0.17% 63
2024
Q1 		$876K Hold
2,242
– – 0.22% 57
2023
Q4 		$1.15M Hold
2,242
– – 0.32% 42
2023
Q3 		$865K Hold
2,242
– – 0.28% 47
2023
Q2 		$849K Sell
2,242
-36
-2% -$13.3K 0.27% 49
2023
Q1 		$830K Hold
2,278
– – 0.28% 48
2022
Q4 		$730K Hold
2,278
– – 0.26% 48
2022
Q3 		$637K Hold
2,278
– – 0.23% 50
2022
Q2 		$621K Buy
2,278
+36
+2% +$11.5K 0.22% 53
2022
Q1 		$819K Buy
2,242
+246
+12% +$80.1K 0.22% 56
2021
Q4 		$781K Hold
1,996
– – 0.19% 61
2021
Q3 		$808K Sell
1,996
-120
-6% -$48.1K 0.21% 57
2021
Q2 		$772K Hold
2,116
– – 0.2% 57
2021
Q1 		$649K Buy
2,116
+2
+0.1% +$657 0.18% 60
2020
Q4 		$736K Buy
2,114
+400
+23% +$139K 0.23% 53
2020
Q3 		$565K Buy
+1,714
New +$572K 0.2% 56

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AM Investment Strategies's LULU Position: Q3 2025 in Review

AM Investment Strategies sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,242 shares — an estimated $532K sold.

AM Investment Strategies first reported a position in LULU in Q3 2020 and held it in 20 quarters. The position peaked at $1.15M in Q4 2023. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • AM Investment Strategies reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • AM Investment Strategies sold 2,242 lululemon athletica shares in Q3 2025, an estimated $532K.
  • AM Investment Strategies first reported a position in lululemon athletica in Q3 2020 and held it in 20 quarters.
  • AM Investment Strategies's lululemon athletica position peaked at $1.15M in Q4 2023.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on AM Investment Strategies's 13F filing for Q3 2025, filed 30 Oct 2025.