AWM
LULU icon

Avondale Wealth Management’s lululemon athletica LULU Stock Holding History

Avondale Wealth Management’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
-250
Closed -$70.8K – 119
2025
Q1 		$70.8K Hold
250
– – 0.04% 78
2024
Q4 		$95.6K Hold
250
– – 0.06% 66
2024
Q3 		$67.8K Buy
+250
New +$66.3K 0.04% 73
2024
Q2 		– Sell
-575
Closed -$225K – 127
2024
Q1 		$225K Sell
575
-25
-4% -$11.6K 0.16% 45
2023
Q4 		$307K Sell
600
-100
-14% -$43.2K 0.25% 34
2023
Q3 		$270K Sell
700
-100
-13% -$38.2K 0.24% 39
2023
Q2 		$303K Buy
800
+250
+45% +$92.2K 0.25% 36
2023
Q1 		$200K Sell
550
-50
-8% -$15.7K 0.17% 43
2022
Q4 		$192K Buy
600
+100
+20% +$32.9K 0.17% 35
2022
Q3 		$140K Sell
500
-835
-63% -$259K 0.15% 43
2022
Q2 		$364K Buy
1,335
+444
+50% +$142K 0.42% 22
2022
Q1 		$325K Buy
891
+36
+4% +$11.7K 0.38% 33
2021
Q4 		$335K Buy
855
+490
+134% +$209K 0.34% 35
2021
Q3 		$148K Sell
365
-65
-15% -$26K 0.14% 51
2021
Q2 		$157K Sell
430
-500
-54% -$165K 0.15% 48
2021
Q1 		$285K Buy
930
+865
+1,331% +$284K 0.28% 36
2020
Q4 		$23K Hold
65
– – 0.03% 77
2020
Q3 		$21K Buy
+65
New +$21.7K 0.03% 72

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Avondale Wealth Management's LULU Position: Q2 2025 in Review

Avondale Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 250 shares — an estimated $70.8K sold.

Avondale Wealth Management first reported a position in LULU in Q3 2020 and held it in 18 quarters. The position peaked at $364K in Q2 2022. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Avondale Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 250 lululemon athletica shares in Q2 2025, an estimated $70.8K.
  • Avondale Wealth Management first reported a position in lululemon athletica in Q3 2020 and held it in 18 quarters.
  • Avondale Wealth Management's lululemon athletica position peaked at $364K in Q2 2022.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Avondale Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.