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Bank OZK’s lululemon athletica LULU Stock Holding History

Bank OZK’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
-2,981
Closed -$530K – 151
2025
Q3 		$530K Sell
2,981
-3,396
-53% -$680K 0.19% 102
2025
Q2 		$1.52M Buy
6,377
+376
+6% +$104K 0.58% 60
2025
Q1 		$1.7M Buy
6,001
+1,131
+23% +$415K 0.71% 57
2024
Q4 		$1.86M Buy
4,870
+849
+21% +$277K 0.77% 47
2024
Q3 		$1.09M Sell
4,021
-83
-2% -$22K 0.45% 77
2024
Q2 		$1.23M Buy
4,104
+335
+9% +$112K 0.53% 64
2024
Q1 		$1.47M Buy
3,769
+201
+6% +$92.9K 0.66% 52
2023
Q4 		$1.82M Buy
3,568
+60
+2% +$25.9K 0.89% 35
2023
Q3 		$1.35M Buy
3,508
+625
+22% +$239K 0.74% 47
2023
Q2 		$1.09M Buy
+2,883
New +$1.06M 0.52% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank OZK's LULU Position: Q4 2025 in Review

Bank OZK sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 2,981 shares — an estimated $530K sold.

Bank OZK first reported a position in LULU in Q2 2023 and held it in 10 quarters. The position peaked at $1.86M in Q4 2024. 1,007 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Bank OZK reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Bank OZK sold 2,981 lululemon athletica shares in Q4 2025, an estimated $530K.
  • Bank OZK first reported a position in lululemon athletica in Q2 2023 and held it in 10 quarters.
  • Bank OZK's lululemon athletica position peaked at $1.86M in Q4 2024.
  • 1,007 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

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