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Aspen Wealth Strategies’s lululemon athletica LULU Stock Holding History

Aspen Wealth 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
Q2 		– Sell
-1,448
Closed -$410K – 87
2025
Q1 		$410K Buy
1,448
+3
+0.2% +$1.1K 0.27% 54
2024
Q4 		$553K Sell
1,445
-76
-5% -$24.8K 0.35% 44
2024
Q3 		$413K Buy
1,521
+453
+42% +$120K 0.27% 55
2024
Q2 		$313K Sell
1,068
-20
-2% -$6.69K 0.22% 57
2024
Q1 		$425K Buy
1,088
+48
+5% +$22.2K 0.29% 49
2023
Q4 		$532K Buy
+1,040
New +$449K 0.39% 41

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Aspen Wealth Strategies's LULU Position: Q2 2025 in Review

Aspen Wealth Strategies sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,448 shares — an estimated $410K sold.

Aspen Wealth Strategies first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $553K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Aspen Wealth Strategies reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 1,448 lululemon athletica shares in Q2 2025, an estimated $410K.
  • Aspen Wealth Strategies first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Aspen Wealth Strategies's lululemon athletica position peaked at $553K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Aspen Wealth Strategies's 13F filing for Q2 2025, filed 7 Aug 2025.