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American Trust’s lululemon athletica LULU Stock Holding History

American Trust’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
-3,446
Closed -$613K – 351
2025
Q3 		$613K Sell
3,446
-28
-0.8% -$5.61K 0.05% 154
2025
Q2 		$825K Buy
3,474
+484
+16% +$133K 0.08% 127
2025
Q1 		$846K Buy
2,990
+90
+3% +$33K 0.21% 72
2024
Q4 		$1.11M Buy
2,900
+6
+0.2% +$1.96K 0.08% 117
2024
Q3 		$785K Buy
+2,894
New +$768K 0.06% 109
2023
Q1 		– Sell
-776
Closed -$249K – 471
2022
Q4 		$249K Sell
776
-500
-39% -$164K 0.02% 349
2022
Q3 		$357K Sell
1,276
-55
-4% -$17.1K 0.03% 267
2022
Q2 		$363K Sell
1,331
-160
-11% -$51.3K 0.03% 278
2022
Q1 		$545K Buy
1,491
+841
+129% +$274K 0.04% 221
2021
Q4 		$254K Buy
+650
New +$278K 0.02% 279

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Trust's LULU Position: Q4 2025 in Review

American Trust sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 3,446 shares — an estimated $613K sold.

American Trust first reported a position in LULU in Q4 2021 and held it in 10 quarters. The position peaked at $1.11M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • American Trust reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • American Trust sold 3,446 lululemon athletica shares in Q4 2025, an estimated $613K.
  • American Trust first reported a position in lululemon athletica in Q4 2021 and held it in 10 quarters.
  • American Trust's lululemon athletica position peaked at $1.11M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on American Trust's 13F filing for Q4 2025, filed 17 Feb 2026.