Bell Asset Management’s lululemon athletica LULU Stock Holding History

Bell Asset 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 Q4	–	Sell	-13,760	Closed	-$2.45M	–	67
2025 Q3	$2.45M	Buy	13,760 +1,357	+11%	+$272K	0.67%	60
2025 Q2	$2.95M	Sell	12,403 -5,433	-30%	-$1.5M	0.65%	59
2025 Q1	$5.05M	Buy	17,836 +3,268	+22%	+$1.2M	0.93%	51
2024 Q4	$5.57M	Sell	14,568 -2,873	-16%	-$938K	1.01%	43
2024 Q3	$4.73M	Buy	17,441 +3,377	+24%	+$896K	0.87%	56
2024 Q2	$4.2M	Buy	+14,064	New	+$4.7M	0.59%	63

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell Asset Management's LULU Position: Q4 2025 in Review

Bell Asset Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 13,760 shares — an estimated $2.45M sold.

Bell Asset Management first reported a position in LULU in Q2 2024 and held it in 6 quarters. The position peaked at $5.57M in Q4 2024. 1,007 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Bell Asset Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Bell Asset Management sold 13,760 lululemon athletica shares in Q4 2025, an estimated $2.45M.
Bell Asset Management first reported a position in lululemon athletica in Q2 2024 and held it in 6 quarters.
Bell Asset Management's lululemon athletica position peaked at $5.57M in Q4 2024.
1,007 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Bell Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.