ACA
LULU icon

Aptus Capital Advisors’s lululemon athletica LULU Stock Holding History

Aptus Capital Advisors’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
-893
Closed -$212K – 1637
2025
Q2 		$212K Sell
893
-1,142
-56% -$315K ﹤0.01% 930
2025
Q1 		$576K Buy
2,035
+605
+42% +$222K 0.01% 606
2024
Q4 		$547K Buy
1,430
+583
+69% +$190K 0.01% 606
2024
Q3 		$230K Sell
847
-177
-17% -$47K ﹤0.01% 733
2024
Q2 		$306K Buy
1,024
+23
+2% +$7.69K 0.01% 620
2024
Q1 		$391K Buy
1,001
+153
+18% +$70.7K 0.01% 567
2023
Q4 		$434K Buy
848
+15
+2% +$6.48K 0.01% 403
2023
Q3 		$321K Buy
833
+281
+51% +$107K 0.01% 458
2023
Q2 		$209K Sell
552
-49
-8% -$18.1K 0.01% 474
2023
Q1 		$219K Sell
601
-79
-12% -$24.8K 0.01% 454
2022
Q4 		$218K Buy
+680
New +$224K 0.01% 463
2022
Q2 		– Sell
-640
Closed -$234K – 706
2022
Q1 		$234K Buy
+640
New +$208K 0.01% 396

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

Aptus Capital Advisors's LULU Position: Q3 2025 in Review

Aptus Capital Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 893 shares — an estimated $212K sold.

Aptus Capital Advisors first reported a position in LULU in Q1 2022 and held it in 12 quarters. The position peaked at $576K in Q1 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Aptus Capital Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 893 lululemon athletica shares in Q3 2025, an estimated $212K.
  • Aptus Capital Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 12 quarters.
  • Aptus Capital Advisors's lululemon athletica position peaked at $576K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.