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Calamos Wealth Management’s lululemon athletica LULU Stock Holding History

Calamos 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
Q2 		– Sell
-867
Closed -$245K – 361
2025
Q1 		$245K Sell
867
-98
-10% -$36K 0.01% 280
2024
Q4 		$369K Sell
965
-57
-6% -$18.6K 0.02% 243
2024
Q3 		$277K Sell
1,022
-25,637
-96% -$6.8M 0.01% 273
2024
Q2 		$7.96M Buy
26,659
+10,380
+64% +$3.47M 0.42% 56
2024
Q1 		$6.36M Buy
16,279
+139
+0.9% +$64.3K 0.36% 64
2023
Q4 		$8.25M Sell
16,140
-137
-0.8% -$59.2K 0.52% 55
2023
Q3 		$6.28M Sell
16,277
-141
-0.9% -$53.9K 0.48% 58
2023
Q2 		$6.21M Sell
16,418
-157
-0.9% -$57.9K 0.46% 61
2023
Q1 		$6.04M Sell
16,575
-429
-3% -$134K 0.47% 60
2022
Q4 		$5.45M Sell
17,004
-215
-1% -$70.7K 0.42% 67
2022
Q3 		$4.81M Buy
17,219
+471
+3% +$146K 0.41% 67
2022
Q2 		$4.57M Buy
16,748
+249
+2% +$79.8K 0.41% 68
2022
Q1 		$6.03M Sell
16,499
-4,754
-22% -$1.55M 0.45% 57
2021
Q4 		$8.32M Sell
21,253
-1,921
-8% -$821K 0.61% 41
2021
Q3 		$9.38M Buy
23,174
+4,335
+23% +$1.74M 0.76% 30
2021
Q2 		$6.88M Sell
18,839
-1,206
-6% -$397K 0.54% 48
2021
Q1 		$6.15M Sell
20,045
-3,455
-15% -$1.13M 0.51% 55
2020
Q4 		$8.18M Buy
23,500
+1,861
+9% +$646K 0.75% 31
2020
Q3 		$7.13M Buy
21,639
+3,055
+16% +$1.02M 0.82% 26
2020
Q2 		$5.8M Sell
18,584
-9,091
-33% -$2.32M 0.72% 34
2020
Q1 		$5.25M Buy
27,675
+3,930
+17% +$879K 0.8% 34
2019
Q4 		$5.5M Buy
23,745
+1,224
+5% +$261K 0.65% 44
2019
Q3 		$4.34M Buy
22,521
+569
+3% +$106K 0.58% 53
2019
Q2 		$3.96M Buy
21,952
+842
+4% +$146K 0.53% 54
2019
Q1 		$3.46M Buy
21,110
+1,880
+10% +$275K 0.49% 59
2018
Q4 		$2.34M Buy
+19,230
New +$2.58M 0.35% 66
2013
Q4 		– Sell
-4,940
Closed -$361K – 214
2013
Q3 		$361K Sell
4,940
-10,688
-68% -$745K 0.12% 174
2013
Q2 		$1.02M Buy
+15,628
New +$1.13M 0.36% 92

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 $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Calamos Wealth Management's LULU Position: Q2 2025 in Review

Calamos Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 867 shares — an estimated $245K sold.

Calamos Wealth Management first reported a position in LULU in Q2 2013 and held it in 28 quarters. The position peaked at $9.38M in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Calamos Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 867 lululemon athletica shares in Q2 2025, an estimated $245K.
  • Calamos Wealth Management first reported a position in lululemon athletica in Q2 2013 and held it in 28 quarters.
  • Calamos Wealth Management's lululemon athletica position peaked at $9.38M in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Calamos Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.