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BFSG LLC’s lululemon athletica LULU Stock Holding History

BFSG LLC’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
-40
Closed -$11.3K – 688
2025
Q1 		$11.3K Hold
40
– – ﹤0.01% 490
2024
Q4 		$15.3K Hold
40
– – ﹤0.01% 469
2024
Q3 		$10.9K Hold
40
– – ﹤0.01% 491
2024
Q2 		$11.9K Hold
40
– – ﹤0.01% 462
2024
Q1 		$15.6K Hold
40
– – ﹤0.01% 452
2023
Q4 		$20.5K Buy
+40
New +$17.3K ﹤0.01% 413
2022
Q1 		– Sell
-2,396
Closed -$938K – 219
2021
Q4 		$938K Buy
+2,396
New +$1.02M 0.13% 151
2018
Q4 		– Sell
-2,852
Closed -$463K – 116
2018
Q3 		$463K Buy
+2,852
New +$391K 0.2% 104

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

BFSG LLC's LULU Position: Q2 2025 in Review

BFSG LLC sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 40 shares — an estimated $11.3K sold.

BFSG LLC first reported a position in LULU in Q3 2018 and held it in 8 quarters. The position peaked at $938K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • BFSG LLC reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • BFSG LLC sold 40 lululemon athletica shares in Q2 2025, an estimated $11.3K.
  • BFSG LLC first reported a position in lululemon athletica in Q3 2018 and held it in 8 quarters.
  • BFSG LLC's lululemon athletica position peaked at $938K in Q4 2021.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.