Bradley & Co Private Wealth Management’s lululemon athletica LULU Stock Holding History

Bradley & Co Private Wealth 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 Q3	–	Sell	-84	Closed	-$20K	–	207
2025 Q2	$20K	Hold	84	–	–	0.01%	103
2025 Q1	$23.8K	Hold	84	–	–	0.02%	95
2024 Q4	$32.1K	Buy	+84	New	+$27.4K	0.02%	85
2024 Q2	$25.1K	Hold	84	–	–	0.02%	87
2024 Q1	$32.8K	Hold	84	–	–	0.03%	81
2023 Q4	$42.9K	Hold	84	–	–	0.04%	69
2023 Q3	$32.4K	Hold	84	–	–	0.03%	75
2023 Q2	$31.8K	Hold	84	–	–	0.03%	74
2023 Q1	$30.6K	Hold	84	–	–	0.03%	76
2022 Q4	$26.9K	Sell	84 -4	-5%	-$1.31K	0.03%	83
2022 Q3	$25K	Hold	88	–	–	0.03%	90
2022 Q2	$24K	Hold	88	–	–	0.03%	104
2022 Q1	$32K	Buy	88 +23	+35%	+$7.49K	0.03%	101
2021 Q4	$25K	Hold	65	–	–	0.02%	115
2021 Q3	$26K	Hold	65	–	–	0.02%	115
2021 Q2	$24K	Hold	65	–	–	0.02%	121
2021 Q1	$20K	Buy	+65	New	+$21.3K	0.02%	126

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bradley & Co Private Wealth Management's LULU Position: Q3 2025 in Review

Bradley & Co Private Wealth Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 84 shares — an estimated $20K sold.

Bradley & Co Private Wealth Management first reported a position in LULU in Q1 2021 and held it in 17 quarters. The position peaked at $42.9K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Bradley & Co Private Wealth Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 84 lululemon athletica shares in Q3 2025, an estimated $20K.
Bradley & Co Private Wealth Management first reported a position in lululemon athletica in Q1 2021 and held it in 17 quarters.
Bradley & Co Private Wealth Management's lululemon athletica position peaked at $42.9K in Q4 2023.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.