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Beacon Capital Management LLC (Tennessee)’s lululemon athletica LULU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-333
Closed -$79.1K – 642
2025
Q2 		$79.1K Buy
333
+6
+2% +$1.65K 0.01% 250
2025
Q1 		$92.6K Sell
327
-45
-12% -$16.5K 0.01% 214
2024
Q4 		$142K Buy
372
+24
+7% +$7.84K 0.02% 149
2024
Q3 		$94.4K Buy
348
+101
+41% +$26.8K 0.01% 204
2024
Q2 		$73.8K Buy
247
+53
+27% +$17.7K 0.01% 215
2024
Q1 		$75.8K Buy
194
+46
+31% +$21.3K 0.02% 213
2023
Q4 		$57.1K Buy
148
+71
+92% +$30.7K 0.02% 204
2023
Q3 		$29.1K Hold
77
– – 0.01% 341
2023
Q2 		$29.1K Hold
77
– – 0.01% 341
2023
Q1 		$28K Hold
77
– – 0.01% 314
2022
Q4 		$24.7K Buy
77
+5
+7% +$1.64K 0.01% 339
2022
Q3 		$20K Sell
72
-19
-21% -$5.89K 0.01% 341
2022
Q2 		$34K Hold
91
– – 0.01% 299
2022
Q1 		$34K Buy
+91
New +$29.6K 0.01% 299

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

Beacon Capital Management LLC (Tennessee)'s LULU Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 333 shares — an estimated $79.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LULU in Q1 2022 and held it in 14 quarters. The position peaked at $142K in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 333 lululemon athletica shares in Q3 2025, an estimated $79.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in lululemon athletica in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s lululemon athletica position peaked at $142K in Q4 2024.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.