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Burney Company’s lululemon athletica LULU Stock Holding History

Burney Company’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
-1,702
Closed -$303K – 627
2025
Q3 		$303K Sell
1,702
-755
-31% -$151K 0.01% 503
2025
Q2 		$584K Sell
2,457
-42,223
-95% -$11.6M 0.02% 383
2025
Q1 		$12.6M Buy
+44,680
New +$16.4M 0.46% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burney Company's LULU Position: Q4 2025 in Review

Burney Company sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,702 shares — an estimated $303K sold.

Burney Company first reported a position in LULU in Q1 2025 and held it in 3 quarters. The position peaked at $12.6M in Q1 2025. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Burney Company reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Burney Company sold 1,702 lululemon athletica shares in Q4 2025, an estimated $303K.
  • Burney Company first reported a position in lululemon athletica in Q1 2025 and held it in 3 quarters.
  • Burney Company's lululemon athletica position peaked at $12.6M in Q1 2025.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.