BWP
LULU icon

Barlow Wealth Partners’s lululemon athletica LULU Stock Holding History

Barlow Wealth Partners’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
-28,376
Closed -$7.6M – 139
2025
Q1 		$7.6M Sell
28,376
-3,243
-10% -$1.19M 1% 35
2024
Q4 		$11.9M Sell
31,619
-14,426
-31% -$4.71M 1.51% 31
2024
Q3 		$12.5M Buy
46,045
+6,576
+17% +$1.75M 1.64% 32
2024
Q2 		$10.7M Buy
39,469
+13,035
+49% +$4.36M 1.49% 29
2024
Q1 		$8.89M Buy
26,434
+1,051
+4% +$486K 1.21% 39
2023
Q4 		$13M Buy
+25,383
New +$11M 1.84% 26

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

Barlow Wealth Partners's LULU Position: Q2 2025 in Review

Barlow Wealth Partners sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 28,376 shares — an estimated $7.6M sold.

Barlow Wealth Partners first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $13M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Barlow Wealth Partners reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 28,376 lululemon athletica shares in Q2 2025, an estimated $7.6M.
  • Barlow Wealth Partners first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Barlow Wealth Partners's lululemon athletica position peaked at $13M in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Barlow Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.